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Featured Business Financial Advisor in Grandville, MI
Grandville Financial Advisors
Advanced Asset Management, LLC
4555 Wilson Ave SW, Ste 2
Grandville, MI 49418
(616) 531-5220
“Fee Only Financial Planning and Investment Management”
Advisor Profile
Ronald J. VanSurksum
Name:  Ronald J. VanSurksum
Phone Number:  (616) 531-5220
Website:  Visit Website
ADV Form II Link:
Available Upon Request

About Advanced Asset Management, LLC

Advanced Asset Management, LLC was established in 1997 to
provide fee-only financial planning and investment management
services to individuals who desire to work with a financial
professional on a fee-only basis. Fees are negotiable based on
the work involved and the assets to be managed. Fees begin at
$300 for financial planning and range from 1/2% to 1% for assets
under management. Clients have the flexibility to be financial
planning only clients or investment management clients or both.
It is AAM's desire to establish a long-term financial planning
and investment management relationship with each client.
 

General Information

Gender:    Male
CRD#:    2304890
Firm CRD#:    109178
SEC File#:    801-57970
Name of Custodial Firm:    Charles Schwab
States Licensed in:    MI FL
States Willing to do Business in:    Mostly Greater Grand Rapids, Anywhere By Phone
Years of Experience in Financial Services:    24
Number of Years with Current Firm:    19
Work Experience:    Certified Financial Planner (TM) Practitioner
since 2000, CFP Board # 65853
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
BA, Accounting and Business - Aquinas College (1993)
 

Services

Investment Types:    Real Estate, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Financial Organization Memberships:    Edelman Financial Network, Paladin Registry, Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
Non-Financial Organization Memberships:    Knights of Columbus
 

Firm Information

Firm's Number of Clients:    450
Firm's Number of Planning Clients:    300
Firm's Number of Managed Clients:    450
Assets Managed by Firm:    $80M
Advisor's Number of Clients:    300
Advisor's Number of Managed Clients:    300
Advisor's Number of Planning Clients:    300
Assets Managed by Advisor:    $60M
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $0
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Hourly Rate:    $125
Additional Details on Charges:    From 0.5% to 1.0% based on amount of assets
managed.
Can vary depending on time spent and complexity.
Willing to negotiate.
Minimum Fee Charged for Managed Accounts:    0.5%
Minimum Fee Charged for Hourly Planning Accounts:    $300
Minimum Fee Charged for Flat Fee Accounts:    $300
 
 
 
Prepared By: Ronald J. VanSurksum

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