Brenda Trachsel
Brenda Trachsel is a registered investment advisor at Vanderbilt Advisory Services, based in Clearwater, FL, with 21 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
Clearwater, FL
Get directionsHistory
Regulatory History (7)
Financial
August 2020Financial
August 2020Financial
July 2020Financial
March 2020Financial
December 2019Financial
December 2019Financial
October 2019Other Business Activities
Brenda is the owner/operator of Sarsany Farms, a small row crop operation, since January 2023. She dedicates a few hours per week to this activity.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLC
Vanderbilt Securities, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Edward Jones
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations1 state
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.