Allen Cohen

Vanderbilt Advisory Services

46 Years of Experience

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Firm Information

Vanderbilt Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

155 advisors

Number of Clients

6,466 clients

Average Client Portfolio

$251K average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:None

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$90

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.

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Advisor Information

Office location

468 South Pearl Street, Suite B, Canandaigua, NY, 14424

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Regulatory History (5)

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