Annalisa Gold is a registered investment advisor at Vanderbilt Advisory Services, based in Fairfield, IA, with 4 years of industry experience. Annalisa 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
505 N 4th Street #202, Fairfield, IA, 52556
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Annalisa is involved in several outside business activities, including being a committee member for Iowa WINS, owning an empty lot, being a member of Rotary Club International, co-trustee of the Ann W Clifford Revocable Trust, and owning rental properties. She also owns Clifford Gold LLC, where she collects rent and manages property maintenance, dedicating minimal time to this.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
State Registrations6 states
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