AB

Anthony Evan Vande Brake

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
394 advisors
Number of Clients
14,898 clients
Average Client Portfolio
$223K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$63
Financial Plan Fee:$250 - $1,000
Hourly Rate:Up to $450/hr

Portfolio management fees are asset-based and vary by program, typically around 2% annually for GPS programs, but this can vary. There's usually a minimum quarterly fee of $62.50. Some clients pay a one-time 2.5% financial planning fee, which may be reduced or waived. Financial planning fees are negotiated, with a minimum quarterly fee of $250-$1,000. Consulting fees are hourly, not exceeding $450/hour. Clients also pay brokerage, custodial, and fund expenses.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Loading...

Advisor Information

Office location

11440 Jog Road, Palm Beach Gardens, FL, 33418

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Money Concepts Advisory Service
June 2017 - Present · 8 yrs 7 mos
Money Concepts Capital CORP Broker
May 2017 - Present · 8 yrs 8 mos
State Registrations7 states
ARIAMONCNESCSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.