Jason Kooistra
Jason Kooistra is a registered investment advisor at Fiduciary Financial Advisors, based in Grand Rapids, MI, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,035 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $150.0M | 0.30% |
| $150M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
124 Fulton St. East, Suite 200, Grand Rapids, MI, 49503
Get directionsHistory
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
Jason is an independent insurance agent (life and health) and may recommend these services to clients. He is also a Vice President of the Board of Directors for ReNew Upscale Thrift Store, a non-profit organization, dedicating minimal time.
Employment History
Current Registrations
Fiduciary Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
The Huntington Investment CompanyBroker
First Union Securities, 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.