Consolidated Portfolio Review operates as part of Vanderbilt Financial Group, providing customized investment management and financial planning services to individuals, families, businesses, and other clients. The firm utilizes independent advisor representatives who tailor investment strategies, asset allocation, and proprietary model portfolios to meet each client's specific goals. Services include discretionary and non-discretionary portfolio management, tactical ETF model portfolios, hourly financial planning, and annual planning services. The firm emphasizes strategic asset allocation across equities, fixed income, mutual funds, and exchange-traded funds, while working alongside third-party investment managers and affiliated broker-dealers to deliver comprehensive wealth solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.