Ralph Wood is a ChFC-designated registered investment advisor at Lvz, INC., based in Grand Rapids, MI, with 39 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M 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 | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
1600 E Beltline NE Suite 214, 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 →Other Business Activities
Ralph is the owner of Wood Wealth Management, operating as a DBA for his Investment Advisor business. This activity is investment-related and takes nearly all of Ralph's time.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations1 state
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.