John Timmermans is a registered investment advisor at Rm Investment Strategies, LLC, based in Grand Rapids, MI, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 64 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
The maximum annual fee is 1.65%. The fee is negotiable. A client may aggregate multiple accounts to negotiate a lower fee.
Fee Estimator
Location
Grand Rapids, MI
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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.
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John works full-time in risk management for Finalto and is a member of Advisory Advocates, LLC, dedicating a few hours per week. He is also an Investment Adviser Representative and Managing Member of Luminist Capital, LLC and RM Investment Strategies, LLC, spending a few hours per week on each, and a partner in Half Mile Cottage, LLC, a vacation rental home, spending minimal time.
Employment History
Current Registrations
Rm Investment Strategies, LLC
Luminist Capital, LLC
Previous Registrations
Advisory Advocates LLC
Advisory Advocates LLC
State Registrations2 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.