Colin Overweg
Colin Overweg is a CFP-designated registered investment advisor at Advize Wealth Management, based in Rochester, MI, with 11 years of industry experience. Their practice areas include Estate Planning, Retirement Planning, Tax Planning. Their firm serves 116 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM offers investment management services where fees are based on a percentage of the value of your portfolio. The maximum annual fee is 1.5%. For clients with managed balances under $500,000, AWM may charge an upfront financial planning fee between $500 and $20,000.
For existing clients, AWM charges 1.2% annually for accounts under $250k, 1.0% for accounts between $250k and $1M, and 0.9% for accounts between $1M and $2M. The maximum fee is $18,000. These fees may be negotiable.
Location
429 S. Main Street, Rochester, MI, 48307
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
Colin is licensed to sell life and health insurance and may engage in product sales with clients, for which he will receive additional compensation. Commissions received through insurance sales do not offset advisory fees.
Employment History
Current Registrations
Advize Wealth Management
Previous Registrations
Wealthsource® Partners
Waddell & Reed
Waddell & ReedBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations3 states
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.