Advisory Alpha, LLC

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Total assets under management

$3,468,083,482

Total clients

8,524

4% high-net worth

Total advisors

of 60 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

150

Average account size

$406,861

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Fee options

Fixed

Fixed fees generally range from $1,000 to $10,000 for certain specialty solutions and financial planning services

Percentage

0.10% to 1.70% depending on services provided; average asset-based fee will not exceed 1.70%

Commissions

Investment advisor representatives may accept compensation for sale of securities or insurance products (commissions and other payments) independent of advisory fees

Project-based

Hourly fees between $50 and $400 per hour for certain specialty solutions and financial planning services

Other

Minimum fee: May be implemented or waived at the discretion of the investment advisor representative; fully disclosed in advisory agreement Fee-only: Financial planning and specialty solutions charged on hourly or fixed fee basis; hourly fees range from $50 to $400 per hour; fixed fees generally range from $1,000 to $10,000; fees negotiable and outlined in advisory agreement

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Advisory Alpha, LLC

348 S Waverly Rd, Suite 100

Holland MI 49423, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 866-530-1400

Advisors at this firm

Joel P

Series 66

Zeeland, MI

Advisory Alpha, LLC

Josef M

Series 65

Norfolk, VA

Advisory Alpha, LLC

Elijah B

Series 65

Holland, MI

Advisory Alpha, LLC

Robert K

Series 65

Holland, MI

Advisory Alpha, LLC

Jaden E

Series 65

Zeeland, MI

Advisory Alpha, LLC

Karron W

CFP®, Series 65

Little Rock, AR

Advisory Alpha, LLC

Ramona P

Series 63, Series 66

Farmington Hills, MI

Advisory Alpha, LLC

Bryan G

Series 65

Greensboro, NC

Advisory Alpha, LLC

Ryan M

Series 65

Salisbury, NC

Advisory Alpha, LLC

Deirdre H

Series 65

Kennewick, WA

Advisory Alpha, LLC

David L

Series 65

Prescott Valley, AZ

Advisory Alpha, LLC

Nicole C

Series 65

Holland, MI

Advisory Alpha, LLC

Ronald M

Series 63, Series 65

Perrysburg, OH

Advisory Alpha, LLC

Ryan E

Series 63, Series 66

Zeeland, MI

Advisory Alpha, LLC

Raymond L

Series 63, Series 65

Little Rock, AR

Advisory Alpha, LLC

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Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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