Joshua Franken
Advisor at LVZ, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Fee options
Outside Management Consulting Services flat fee $250 per quarter; Financial planning fixed fees up to 3% of assets analyzed
$0 - $750,000: 1.5% $750,000 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1%
Financial planning hourly fee up to $400 per hour
Account minimum: $100,000 and above generally required to open an account Minimum fee: $60 annual maintenance fee for accounts below $100,000, charged quarterly or monthly ($15 quarterly or $5 monthly) Fee-only: Financial planning fees: up to $400/hour, fixed fees up to 3% of assets analyzed, minimum $100 fee, monthly ongoing fees negotiable
Work history
LVZ, Inc.
2025 - Present (1 year)
Edward Jones
2020 - 2025 (5 years)
Bayside Capital Management
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Jeffrey B
Series 66
Holland, MI
Edward Jones
Laura P
Series 63, Series 66
Zeeland, MI
Fidelity
Laura Pomeroy is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she was a Licensed Personal Banker at PNC Investments from 2005 to 2013. Her professional experience spans over a decade in wealth planning and financial consulting, where she focuses on building and maintaining sound financial plans tailored to each client's unique financial journey. Laura emphasizes a collaborative approach and long-term support in her work with clients. Outside of her professional role, Laura enjoys fitness activities, social events with friends, outdoor adventures, skiing, and swimming.
Ross D
CFP®, Series 63, Series 66
Holland, MI
Edward Jones
Michael C
Series 66
Holland, MI
Edward Jones
Kyle W
Series 66
Holland, MI
Edward Jones
Cameron R
CFP®, Series 66
Holland, MI
Edward Jones
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