Joel Broersma
Joel Broersma is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Grand Rapids, MI, with 30 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B 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% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
3333 Deposit Dr. Ne, Ste 250, Grand Rapids, MI, 49546
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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
Joel is the CEO of Pathway Financial Design LLC and an advisory representative at HBW Advisory Services LLC, spending about a quarter of his time on each. He also owns HBW Partners Tax Services LLC and dedicates minimal time to health insurance sales and estate planning services.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Hbw Advisory Services LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
PFS Investments INC.Broker
State Registrations9 states
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.
Exams
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