Ryan Vandelinde is a ChFC-designated registered investment advisor at Vip Planners, INC., based in Roanoke, VA. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 209 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Minimum annual fee of $1,500 may apply. Legacy clients may be subject to a different fee schedule.
Fee Estimator
Location
1502 Franklin Road, Sw, Roanoke, VA, 24016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vip Planners, INC.
State Registrations1 state
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