Van Der Noord Financial Advisors provides personalized financial planning, portfolio management, and retirement plan consulting to individuals, families, and businesses. Founded in 1997, the registered investment advisor builds diversified investment portfolios primarily using exchange-traded funds and mutual funds based on a client's specific financial plan. Services are offered across three distinct levels—Basic, Pro, and Concierge—incorporating everything from goal-based planning to comprehensive estate planning and annual plan audits. Van Der Noord Financial Advisors manages portfolios with the authority to make trades without asking first, ensuring alignment with long-term objectives while maintaining a fiduciary duty to act in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.18% |
| $2.0M - $2.3M | 1.12% |
| $2.3M+ | 1.12% |
Blended fee rate combining financial advisory and investment management fees. Rates decrease for portions above $2,250,000 based on a sliding scale.