Elizabeth Burgess is a registered investment advisor at Advisory Advocates LLC, based in Grand Rapids, MI, with 9 years of industry experience. Elizabeth 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
Elizabeth is an independent insurance agent selling fixed insurance products since 2018, dedicating minimal time to this activity. She is also a managing member of Goldfinch Wealth Management, LLC, since 2023, which holds ownership interest in Advisory Advocates, also dedicating minimal time.
Employment History
Current Registrations
Advisory Advocates LLC
Previous Registrations
Legacy Planning & Associates, INC.
Legacy Planning & Associates, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
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.