Vardell Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vardell Strategies LLC provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, and other investment advisers. The firm, formed in February 2026, currently reports no assets under management or active advisors and also states it may act as a subadviser to unaffiliated advisers.
Vardell documents client goals and risk tolerance in an Investment Policy Statement and manages accounts under discretionary authority, using charting, fundamental, quantitative and technical analysis. Strategies described in the brochure include long‑ and short‑term trading, options and margin transactions, ETFs, equities, fixed income, private placements and certain digital asset–related exchange‑traded products; clients receive quarterly custodial reports and may impose investment restrictions.
Distinctive features relative to peers include offering stand‑alone financial planning billed on an hourly basis (negotiated between $50 and $250) and the capacity to serve other advisers as a subadviser, which the brochure highlights alongside its discretionary portfolio services. The firm also requires use of Schwab Institutional as custodian, does not accept performance‑based fees, and is not registered as a private fund adviser.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001+: 0.70%
Negotiated hourly fee between $50 and $250 per hour
Main office
Clearwater FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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