Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Maximum fees permitted. Refer to the Investment Advisory Agreement for your specific fee.
Fee Estimator
VAS offers four different fee structures: flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in your Investment Advisory Agreement. The tables in the brochure reflect the MAXIMUM management fees VAS permits. Clients are also responsible for transaction and service fees. The minimum annual management fee is $90.00. Financial planning services are offered on an hourly or annual basis, with fees agreed upon in advance.
Areas of Practice
Advisor Information
Office location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsRegulatory History (2)
Employment Separation After Allegations
December 2024Customer Dispute
March 2020Other Business Activities
Angel owns and operates Curbelo Wealth Management Group LLC for marketing, branding, and administrative purposes to support their advisory practice through Vanderbilt Financial Group (VFG). All investment advisory services are provided exclusively under VFG's supervision, and Angel spends nearly full-time hours on this activity.