Jeffrey Lorenz is a registered investment advisor at Advisory Alpha, LLC, based in Holland, MI, with 27 years of industry experience. Jeffrey 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, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.
Location
348 S Waverly Rd, Suite 100, Holland, MI, 49423
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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 ActivitiesSells Insurance
Jeffrey is the President of 401 Financial, where he is involved in insurance product sales. He is also a licensed insurance agent, dedicating full-time hours to insurance sales.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Mutual Advisors, LLC
Mutual Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Essex National Securities, INC.Broker
Addison Avenue Financial Partners, LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Pension Planners Securities, INC.Broker
Pension Planners Securities, INC.
Securities America Advisors INC
Securities America, INC.Broker
Primevest Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Dean Witter Reynolds INC.Broker
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.