VanderHeiden Financial offers financial planning services to help you evaluate your financial situation, goals, and risk tolerance. They gather data through interviews and questionnaires to create a tailored financial plan. VanderHeiden Financial also recommends and monitors third-party investment advisors, such as Matson Money, to manage your investments. They assist with paperwork, monitor accounts, and act as your primary financial advisor.
Assets Under Management$9.5M
Clients41
Advisors1
Avg. per Client$230K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fee is negotiable. You can aggregate accounts within the same household to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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