VanDenburg Capital Management

Do you charge for the initial meeting?

Absolutely not. The initial consultation is absolutely FREE! This is how the meeting works. You come into the office, bringing copies of investment statements, tax returns, trusts, and significant financial questions/concerns. After your meeting, if you are not 100% satisfied that the consultation was worth your time and effort, we will donate $100 to the charity of your choice.

How are you different from other financial advisory firms?

We are a "fee-only" financial advisory firm. What that means to you is that we aren't selling products so that we earn a commission (unlike roughly 80% of the people that you may encounter in the industry.) Instead, we charge low annual fees for managing your investment portfolio (and, the more assets we manage, the lower the fee rate.)

In addition, we do not use "third party money-managers". This means that when you call us, you are actually talking with the people that make the decisions about what to buy and sell, when to buy, when to sell and, when to hold.

How long have you been in business?

VanDenburg Capital Management has been in business since 2003 when it first opened as VanDenburg Financial and Insurance Services. So that the company name better aligned with the work that we do on a daily basis, we changed our name in 2009 to VanDenburg Capital Management.

Do you have a minimum portfolio size?

The quick answer is no, we DO NOT have a minimum portfolio size. However, not everyone needs the kinds of services that we provide, so on a case-by-case basis, we work with the client to make sure that they are getting the value they deserve for the price they are paying.

Do you guarantee a rate of return for my investments?

No. It is illegal to guarantee returns. Instead, we devote 100% of our efforts to creating and executing investment strategies that we believe give our clients the best possible chance of achieving their goals.