Van Der Noord Financial Advisors (VFA) provides financial advisory, portfolio management, and retirement plan advisory services to individuals, high net worth individuals, and pension/profit-sharing plans. Financial advisory includes planning for estate, risk management, budgeting, retirement, education, and investments. Portfolio management is offered alongside financial advisory, typically on a discretionary basis. VFA offers BASIC, PRO, and CONCIERGE service levels.
Fee Structure
Van Der Noord Financial Advisors (VFA) offers investment management services in conjunction with financial advisory services, charging a single blended fee based on the value of your investments. Clients can choose to receive only investment management, but the blended fee will not be reduced. The annual fee is calculated as follows:
- First $500,000: 1.30%
- Next $500,000: 1.25%
- Next $1 million: 1.18%
- Next $250,000: 1.12%
- Over $2,250,000: Fees decrease at certain asset levels, eventually reaching 0.00% for assets over $8,000,000.
There is no minimum annual fee for any account.