Jill Veenstra
Jill Veenstra is a registered investment advisor at Regal Investment Advisors LLC, based in Kentwood, MI, with 23 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
2687 44th Street Se, Kentwood, MI, 49512
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Regulatory History (2)
Regulatory
June 2014Regulatory
November 2004Other Business Activities
Jill is the owner of Cherrywood Smokehouse, LLC, a catering business owned by her husband. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLC
Regulus Financial Group, LLCBroker
Previous Registrations
Corecap Investments, LLCBroker
Gardner Advisors INC.
Gardner Financial Services, INC.Broker
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Fifth Third Securities, INC.Broker
Banc One Securities CorporationBroker
State Registrations44 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.