AW
AW

Arend Johannes Warmerdam

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
379 advisors
Number of Clients
6,706 clients
Average Client Portfolio
$313K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.30%
$100K - $250K1.20%
$250K - $500K1.05%
$500K - $1.0M0.90%
$1M+0.85%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

222 2nd Street, 18th Floor, San Francisco, CA, 94105

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Arend is the manager of Iconica Ventures, LLC, a small family farm business, and dedicates minimal time to it. He also serves on the boards of directors/councils for several non-profit organizations focused on youth and sports, spending minimal time on each, and is a full-time employee as a Relationship Manager at SVB Wealth LLC.

Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
December 2023 - Present · 2 yrs 2 mos
Svb Wealth
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Svb Investment Services INC.Broker
January 2022 - December 2023 · 1 yr 11 mos
Svb Investment Services INC.
September 2021 - July 2022 · 10 mos
Fisher Investments
October 2020 - August 2021 · 10 mos
State Registrations6 states
CALANYORTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.