Andrea Vedder is a CFP-designated registered investment advisor at Iambic Financial L.L.C, based in Portland, OR, with 1 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 0.95% |
| $1.3M+ | 0.60% |
Minimum annual fee of $10,000. Fees may be waived or reduced at Iambic's discretion.
Fee Estimator
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Iambic Financial L.L.C
Previous Registrations
Ballast Point Financial Planning, LLC
Silver Oak Advisory Group
State Registrations1 state
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