VanderPol Investments offers investment advice and portfolio management to individuals and high-net-worth individuals. Services include portfolio management, model portfolios, and financial consulting. VanderPol Investments uses fundamental and cyclical analysis. They also offer pension consulting services and participant account management.
Assets Under Management$110M
Clients109
Advisors3
Avg. per Client$990K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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