VanDeventer & Company offers investment advice to individuals, families, trusts, corporations, and estates. The firm manages investments in stocks, bonds, mutual funds, and other assets on a discretionary basis, meaning they can make trades without asking you first. Investment advice is tailored to each client's needs and goals, which are discussed in meetings and phone calls. Clients can request restrictions on certain investments.
Fee Structure
VanDeventer & Company charges an annual fee based on the value of your portfolio, ranging from 0.15% to 2.00%. The exact rate is determined by the size and composition of your portfolio, as well as your individual needs. Fees are billed quarterly in advance. The fee may be negotiable under certain circumstances. There is no minimum account size required.