Thaddeus Lubbers
Thaddeus Lubbers is a registered investment advisor at Ellija Capital Management, LLC, based in Grandville, MI, with 24 years of industry experience. Thaddeus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 381 clients with $57M 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 $50K | 1.60% |
| $50K - $75K | 1.20% |
| $75K - $750K | 1.00% |
| $750K - $1.0M | 0.84% |
| $1M+ | 0.84% |
Fees are negotiable for accounts over $1,000,000, but will never exceed 0.84% annually.
Fee Estimator
Location
Grandville, MI
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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
Thaddeus is an independent insurance agent consulting on life insurance and group health, dedicating a few hours per week to this activity. He is also a managing member of Lubbers & Associates, LLC, focusing on college financial aid and planning, spending about 10% of his time on this.
Employment History
Current Registrations
Ellija Capital Management, LLC
Previous Registrations
Triad Advisors, INC.Broker
Questar Capital CorporationBroker
MML Investors Services, INC.Broker
State Registrations4 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.