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Vanderbilt Advisory Services

Updated today

Total assets under management

$2,111,673,883

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

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

Business activities & affiliations

Main office location

Vanderbilt Advisory Services

125 Froehlich Farm Blvd.

Woodbury NY 11797, United States

Number of offices

44

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