DS Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$386,142,051
This total excludes 24 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
150
27% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
150
Average account size
$2,574,280
About
DS Investment Advisors provides investment management to individuals, high‑net‑worth clients, and qualified retirement plans and reports $386,142,051 in assets under management across roughly 150 client relationships with a single designated advisor. Services include portfolio management, development and maintenance of investment policy statements, and retirement-plan related advisory work delivered under written investment agreements.
The firm describes a primarily fundamental analysis approach supplemented with technical research tools (including Dorsey Wright and RPAG) and an orientation toward long‑term growth through equity and fixed‑income allocations. Its advisory agreements grant discretionary trading authority for managed accounts, while it also provides individualized, non‑discretionary investment advice to plan participants under ERISA Section 3(21) and may serve as an ERISA Section 3(38) discretionary manager for qualified plans.
Distinctive aspects in the brochure include a relatively large asset base for a single‑advisor firm and expanded ERISA disclosures clarifying the scope of fiduciary roles for both plan‑level 3(38) services and participant 3(21) advice. The firm also discloses referral (promoter) arrangements that may allocate up to 20% of initial billings to promoters and notes it no longer participates in initial public offerings.
Client services
Portfolio management
Expertise
Retirement income strategy
General retirement planning
Income planning
Active portfolio management
Options & derivatives strategies
Fee options
Fees may be negotiated or fixed management fee for certain accounts
Under $1,000,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% Over $3,000,000+: 0.60%
Minimum fee: $500 annual minimum fee per account (may be charged to cover administrative costs)
Main office location
DS Investment Advisors
750 Front Ave Nw Suite 305
Grand Rapids MI 49504, United States
Number of offices
1
Most active in
DS Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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