RB
RB

Ross Blauwkamp

12 Years of Experience
Grand Rapids, MI

Ross Blauwkamp is a registered investment advisor at Aza Capital Management, based in Grand Rapids, MI, with 12 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 345 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
345 clients
Average Client Portfolio
$984K average
Assets Under Management
$339.6M

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

Advisory fees generally range from 0.40% to 1.20% per year depending on services rendered and are negotiable for larger or more complex relationships.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

560 5th St Nw, Suite 304, Grand Rapids, MI, 49504

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aza Capital Management
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Arete Wealth Advisors, LLC
October 2016 - November 2019 · 3 yrs 1 mo
Interocean Capital, LLC
May 2014 - October 2016 · 2 yrs 5 mos
State Registrations2 states
ILMI
Advisor

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
No exam information available for this advisor.
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