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Brian Kragt

11 Years of Experience

Brian Kragt is a registered investment advisor at Advisory Alpha, LLC, based in Holland, MI, with 11 years of industry experience. Brian 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, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None

Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.

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Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian is a member of Kragt Rental Properties, managing rental properties since 2011. He dedicates minimal time to this activity.

Employment History
Current Registrations
Advisory Alpha, LLC
August 2014 - Present · 11 yrs 8 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.