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LVZ, Inc.

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Total assets under management

$969,207,213

More info

Total clients

2,365

5% high-net worth

Total advisors

22

of 25 employees

Firm size

Multi Team

Average clients per advisor

108

Average account size

$409,813

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Outside Management Consulting Services flat fee $250 per quarter; Financial planning fixed fees up to 3% of assets analyzed

Percentage

$0 - $750,000: 1.5% $750,000 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1%

Project-based

Financial planning hourly fee up to $400 per hour

Other

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

Disclosures

More info

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

Main office location

LVZ, Inc.

240 South River Avenue

Holland MI 49423, United States

Number of offices

15

Forms ADV

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

Quick links

LinkedIn Facebook Instagram YouTube Website 616-394-4994

Advisors at this firm

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Robert S

Series 66

Cordele, GA

LVZ, Inc.
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Colton C

Series 66

Friendswood, TX

LVZ, Inc.
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Nathan W

CFP®, Series 65

Grand Rapids, MI

LVZ, Inc.
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Timothy S

Series 63, Series 66

Friendswood, TX

LVZ, Inc.
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Michael H

Series 63, Series 65

Belleair, FL

LVZ, Inc.
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Nathan B

CFP®, Series 66

Holland, MI

LVZ, Inc.
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Joshua B

Series 65

Holland, MI

LVZ, Inc.
user avatar

Ralph W

ChFC®, Series 63

Grand Rapids, MI

LVZ, Inc.
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Julie D

Series 66

Holland, MI

LVZ, Inc.
user avatar

Joshua F

Series 66

Holland, MI

LVZ, Inc.
user avatar

Joseph B

Series 63, Series 65

Wildwood, MO

LVZ, Inc.
user avatar

Eric S

ChFC®, Series 66

Holland, MI

LVZ, Inc.
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Matthew B

Series 65

Belleair, FL

LVZ, Inc.
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Zachary P

Series 66

Stockbridge, GA

LVZ, Inc.
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Julie E

Series 63, Series 65

Bartlett, TN

LVZ, Inc.
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