Vanderbilt Advisory Services provides customized investment management and financial planning services through a network of independent advisor representatives. Operating as part of Vanderbilt Financial Group, the firm offers both discretionary and non-discretionary account management, proprietary tactical model portfolios, and digital wealth management solutions through partnerships like Betterment. Clients can choose from several fee structures including flat annual fees, flat percentages, threshold billing, and tiered billing. The firm's advisors focus on strategic asset allocation utilizing equities, bonds, mutual funds, and exchange-traded funds to align with each client's specific financial goals and risk tolerance. Additionally, the firm offers hourly and annual financial planning services covering tax analysis, cash flow, estate planning, and business valuations.
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% |
Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.