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Vanderbilt Advisory Services

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Total assets under management

$2,111,673,883

More info

Total clients

6,199

6% high-net worth

Total advisors

144

of 161 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

43

Average account size

$340,648

Client services

Financial planning Portfolio management

Fee options

Fixed

Annual Planning Service charged as a flat dollar amount, agreed upon in advance with client

Percentage

$0 - $249,999: 2.75% $250,000 - $499,999: 2.65% $500,000 - $999,999: 2.50% $1,000,000 - $4,999,999: 2.40% $5,000,000+: 2.40%

Project-based

Hourly financial planning/consulting fees charged as a flat rate per hour, amount depends on location and experience of Advisor Representative

Other

Account minimum: No minimum asset or income requirements to be a client Minimum fee: Minimum annual management fee is $90.00

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

Vanderbilt Advisory Services

125 Froehlich Farm Blvd.

Woodbury NY 11797, United States

Number of offices

44

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 631-845-5100

Advisors at this firm

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Jina P

Series 66

Minneapolis, MN

Vanderbilt Advisory Services
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Janet D

Series 63, Series 65

Staten Island, NY

Vanderbilt Advisory Services
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William F

Series 63, Series 65

North Brandon, CT

Vanderbilt Advisory Services
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Fariba M

Series 63, Series 65

Los Alamitos, CA

Vanderbilt Advisory Services
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Scott K

CFP®, Series 63, Series 66

Newton Centre, MA

Vanderbilt Advisory Services
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Loren W

Series 63, Series 66

Elmira, NY

Vanderbilt Advisory Services
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Arthur F

Series 63

Woodbury, NY

Vanderbilt Advisory Services
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Ruth A

Series 66

Metuchen, NJ

Vanderbilt Advisory Services
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Brenda T

Series 63, Series 66

Clearwater, FL

Vanderbilt Advisory Services
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John S

CFP®, Series 63

Rockville Centre, NY

Vanderbilt Advisory Services
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Eric H

Series 63, Series 65

Bridgewater, NJ

Vanderbilt Advisory Services
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Lynn W

CFP®, Series 63

Elmira, NY

Vanderbilt Advisory Services
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Jack C

CFP®, Series 63

Patchogue, NY

Vanderbilt Advisory Services
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Bradley C

Series 63, Series 65

Canandaigua, NY

Vanderbilt Advisory Services
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Kenneth T

Series 63

San Jose, CA

Vanderbilt Advisory Services
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