Advisor at ASSET ALLOCATION STRATEGIES, llc
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.
Firm
ASSET ALLOCATION STRATEGIES, llc
Location
Jerome, MI
Credentials
Series 63, Series 65
Industry experience
20 years
Financial planning flat fee minimum $500, maximum $15,000, includes hourly elements for complex cases
Up to 2% annually (negotiable, maximum 2%)
Commission-based compensation from affiliated broker-dealer for securities and insurance products separate from advisory fees
Up to $350 per hour for advisory services or financial planning
Account minimum: $25,000 initial deposit or $500/month in periodic contributions; accounts below these minimums considered on a case-by-case basis Fee-only: Flat fee for financial planning ranges from $500 to $15,000; hourly fees up to $350/hour
North Lakeside Partners, LLC
2021 - Present (5 years)
ASSET ALLOCATION STRATEGIES, llc
2017 - Present (9 years)
J and E Development, LLC
2007 - Present (19 years)
GLP Investment Services, LLC
2004 - Present (22 years)
GLP and Associates
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
ChFC®, Series 66
Hudson, MI
Edward Jones
Series 66
Jackson, MI
Edward Jones
CFP®, Series 66
Hillsdale, MI
Edward Jones
CFP®, Series 63, Series 66
Jonesville, MI
Edward Jones
Series 66
Brooklyn, MI
Edward Jones
Series 63, Series 66
Hillsdale, MI
Edward Jones
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