Alan Tubbergen is a registered investment advisor at Advisory Advocates LLC, based in Grand Rapids, MI, with 15 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 254 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
This fee schedule applies to the Mining Shares Portfolio. For other portfolios, the annual management fee is 1.5% of assets under management. Fees are negotiable based on the size of the account.
Fee Estimator
Location
4981 Cascade Road, Suite C, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is involved with PLG Planning, LLC as an insurance agent selling fixed life and annuity products since 2015, dedicating about 10-20% of his time. He also represents StrydeSavings.com and Growth Management Group, showing businesses cost savings matters, spending minimal time on this during non-trading hours.
Employment History
Current Registrations
Advisory Advocates LLC
Previous Registrations
Personal Legacy Planners
USA Wealth Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.