Alexander Vandenberg
Alexander Vandenberg is a registered investment advisor at Financial Advisory Partners, LLC, based in Winter Park, FL, with 30 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 138 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Advisory Partners manages investment portfolios through a wrap fee program. The wrap fee covers portfolio management, advisory services, and trade execution. The firm is responsible for research, security selection, and implementing trades. The client pays an all-inclusive wrap fee, and Financial Advisory Partners pays a portion of this fee for trade execution expenses.
Location
1201 S. Orlando Avenue, Suite 350, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2007Other Business Activities
Alexander is involved in real estate sales, dedicating minimal time to this activity. He is also a partner in Financial Advisory Partners LLC, representing their financial advisory practice and dedicating full-time hours to this role.
Employment History
Current Registrations
Financial Advisory Partners, LLC
Nbc Securities, INC.Broker
Previous Registrations
Nbc Securities, INC.
Fifth Third Securities, INC.Broker
Invest Financial CorporationBroker
Janney Montgomery Scott LLCBroker
Nationsbanc Investments, INC.Broker
Barnett Investments, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.