DV
DV

Donald Vandevanter

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
469 clients
Average Client Portfolio
$400K average
Assets Under Management
$187.7M

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.30%

Investment advisory fees may be negotiable at the sole discretion of the Advisor.

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

130 River Chase Way, Suite B, New Braunfels, TX, 78132

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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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Employment History
Current Registrations
Christian Financial Advisors
September 2022 - Present · 3 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.