Top financial advisors in Grandville, MI
We've curated a list of the best financial advisors in Grandville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $133,304,753 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Grandville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Aam Fee-only Financial Planning And Investment Advisory, LLC
AAM Fee-Only Financial Planning and Investment Advisory, LLC, established in 1997, offers personalized financial planning, investment management, and consultation services to various clients, including individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm specializes in fee-only services and does not sell annuities, insurance, stocks, bonds, or mutual funds. AAM provides investment supervisory services, manages investment advisory accounts through third-party investment advisers, and offers financial planning and consultation services. Clients have the option to engage in third-party investment management programs recommended by AAM. The firm's investment strategies focus on asset allocation to diversify assets efficiently and balance risk and return based on clients' risk tolerance and investment objectives. AAM does not charge performance-based fees and does not have any disciplinary information to report. Clients are not required to have a minimum account size for Investment Management Services. AAM charges fees based on a percentage of assets under management, hourly charges, or fixed expenses. The firm's fee structure is negotiable based on the services needed, with fee ranges provided for different services. AAM maintains assets under management of approximately $133 million as of December 31, 2022. Clients have the option to terminate agreements without penalty within a specified timeframe. AAM exercises discretionary authority for trading in client accounts, with clients receiving periodic account statements directly from the custodian. Proxy voting rights are not exercised by AAM, and the firm has no financial commitments impairing its ability to meet obligations to clients.
$133,304,753 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Grandville, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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