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Joseph Risselade

Advisor at Abbit Management Corp

Updated today
Abbit Management Corp logo

Firm

Abbit Management Corp

Location

Grand Haven, MI 49417

Credentials

Series 65

Industry experience

15 years

About

Joseph Risselade is a financial advisor at Abbit Management Corp with 15 years of industry experience. He holds a Series 65 designation and has been with Abbit Management Corp since 1989. Abbit Management Corp provides fee-based, discretionary portfolio management primarily to individuals, corporate entities, and financial institutions, including retirement plan services. The firm employs long-term, generally conservative investment strategies and is notably involved in managing Master Trust assets for prepaid funeral programs and administering related financial products.

Client services

Based on Abbit Management Corp

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Abbit Management Corp

Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

$85 one-time processing fee for adding a life insurance policy to the Life Insurance Trust for Preneed Contracts

Percentage

Typically up to 1.5% annually, negotiated and based on the account and level of service

Location

16986 Robbins Rd, Suite 100

Grand Haven, MI 49417

Most active in

Michigan

Work history

Abbit Management Corp

1989 - Present (37 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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