Vanda Advisers, owned by Stephen P. Harris, provides investment advice to individuals and families. This includes helping clients select investments for employer-sponsored retirement plans (like 401(k)s and 403(b)s), self-directed IRAs, and taxable investment accounts. Vanda Advisers can also manage investment accounts on your behalf, choosing investments for you. The firm primarily uses mutual funds, exchange-traded funds (ETFs), and bonds.
Assets Under Management$1.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$300
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The fee is the greater of $300 per year or 0.5% of assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...