A complete list of active advisors currently associated with VanDenburg Capital Management
Warmer can help you find a great advisor at VanDenburg Capital Management or one who fits your needs even better.
VanDenburg Capital Management is a small, fee‑only independent adviser that serves individuals, trusts and high‑net‑worth clients, with stated target markets including business owners and executives nearing retirement, emerging‑wealth families, and clients seeking independent wealth management. The firm offers discretionary investment management, financial analysis and planning support, ongoing reviews of assets held away (including qualified plans and variable annuities), and educational seminars and newsletters. Portfolios are managed using a spectrum of proprietary model allocations from conservative to aggressive and are implemented primarily with ETFs, mutual funds, individual bonds, REITs and, where appropriate, alternative investments as satellite positions to dampen volatility. Accounts are managed on a discretionary basis, reviewed at least quarterly, and advisory fees are charged as a percentage of assets under management, consistent with the common practice among independent advisers. A distinctive element of the firm is an affiliated insurance practice: a principal maintains an active insurance‑agent business (reported as about 15% of their time) and may offer insurance products to clients, a relationship the brochure discloses and addresses through conflict‑of‑interest policies and client disclosures. The brochure also notes receipt of economic benefits from product providers and custodial relationships (e.g., research and operational support), and the firm reports managing roughly $106 million across about 92 client relationships, a notable asset base for a solo‑advisor practice.
To learn more about the advisors currently working at VanDenburg Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Weatherford, TX
| 22
|
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