VanDenburg Capital Management offers investment management services using model portfolios and alternative investments. They determine investment goals, time horizons, and risk tolerance to allocate assets. Financial analysis services are available at no additional cost. They also offer non-discretionary asset management services for assets held away, such as 401(k)s. VanDenburg Capital Management also holds seminars, workshops and provides newsletters to educate the public.
Assets Under Management$94M
Clients94
Advisors1
Avg. per Client$1M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Accounts within the same household may be combined for a reduced fee. Fees for households with a combined assets under management of $7,000,000 or more may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...