William Alphenaar
William Alphenaar is a registered investment advisor at Aspen Investment Management INC., based in Grand Rapids, MI, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 256 clients with $450M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
4020 E. Beltline Ave Ne, Ste 103, Grand Rapids, MI, 49525
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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.
Learn about disclosures →Employment History
Current Registrations
Aspen Investment Management INC.
State Registrations2 states
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