Vanderbilt Advisory Services (VAS) offers investment services through Advisor Representatives. VAS provides managed accounts, financial planning, and consulting services. VAS also partners with third-party investment advisors. Clients should promptly inform VAS of any changes to their financial situation, investment goals, or objectives.
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.