Ronald J. VanSurksum
Advanced Asset Management, LLC

Tel: (616) 531-5220
4555 Wilson Ave SW
Ste 2
Grandville, MI 49418

Fee Only Financial Planning and Investment Management

Advanced Asset Management, LLC | Financial Advisor in Grandville ,MI

About Advanced Asset Management, LLC

Advanced Asset Management, LLC was established in 1997 to provide fee-only financial planning and investment management services to individuals who desire to work with a financial professional on a fee-only basis. Fees are negotiable based on the work involved and the assets to be managed. Fees begin at $300 for financial planning and range from 1/2% to 1% for assets under management. Clients have the flexibility to be financial planning only clients or investment management clients or both. It is AAM's desire to establish a long-term financial planning and investment management relationship with each client.


General Information

Firm Start Year:   1997
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab
States Licensed in:   MI FL
Number of Years with Current Firm:   19
Work Experience:   Certified Financial Planner (TM) Practitioner since 2000, CFP Board # 65853
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services

Investment Types:   Real Estate , Mutual Funds , Bonds , Stocks , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , Via email , At your home , At your office , At my office


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA) , National Association of Personal Financial Advisors (NAPFA) , Edelman Financial Network , Paladin Registry
Non-Financial Organization Memberships:   Knights of Columbus


Firm Information

Firm's Number of Clients:   450
Firm's Number of Planning Clients:   300
Firm's Number of Managed Clients:   450
Assets Managed by Firm:   $80M
Advisor's Number of Clients:   300
Advisor's Number of Managed Clients:   300
Advisor's Number of Planning Clients:   300
Assets Managed by Advisor:   $60M


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Based on Assets , Hourly , Flat Fee
Hourly Rate:   $125
Additional Details on Charges:   From 0.5% to 1.0% based on amount of assets managed. Can vary depending on time spent and complexity. Willing to negotiate.
Minimum Fee Charged for Managed Accounts:   0.5%
Minimum Fee Charged for Hourly Planning Accounts:   $300
Minimum Fee Charged for Flat Fee Accounts:   $300


Education

Bachelor Degree - Business and Accounting  Aquinas College, Grand Rapids MI - Grand Rapids, Michigan
9/1987-5/1992



Faqs

  • Do you have a customer satisfaction or refund policy? Yes. If you are not happy with my services your fee will be refunded.
  • What are your qualifications? What is your education background? I have a bachelors degree in Business and Accounting from Aquinas College in Grand Rapids Michigan. I obtained my Certified Financial Planner (TM) Certificate in 2000 ID # 65853.
  • What is your approach to financial planning? Goals based financial planning. Making the most of the resources you have available to help you achieve your financial goals.
  • What services do you offer? Anything I can do to make your life easier within my qualifications! Mostly financial planning and investment management, 401k rebalancing, tax planning, cash and debt management.
  • How many clients do you currently manage? Approximately 300 personally, 450 as a firm
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Ronald J. VanSurksum

Ronald J. VanSurksum

CERTIFIED FINANCIAL PLANNER™ Certificant


After graduating from Aquinas College in 1992 with degrees in Business and Accounting I starting working for a group of financial advisors to learn the business. In 1997 my old partner started AAM to begin working toward a fee-only business model. In 2003 we were able to drop our securities licenses and become fee only on the investment and financial planning side of the business. In 2009 I dropped my insurance license and joined NAPFA as a fee-only advisor. My mission is to help clients Manage their Resources, Plan for their Goals and Maximize their financial potential.

Communities Served

Anywhere By Phone

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:30 PM

Compensation Arrangements

Check Money Order
Bank Transfer Visa
MasterCard American Express
Diners Club Discover
PayPal C.O.D.

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