Ryan Vliek
Ryan Vliek is a registered investment advisor at Pps & V Asset Management Consultants INC, based in Portage, MI, with 15 years of industry experience. Ryan 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 247 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PPS&V charges a percentage of the value of your portfolio each quarter. The annual fee generally ranges from 0.50% to 1.0% of the total value of your investments. Fees can be negotiated on a client-by-client basis, taking into account factors such as the complexity of the client, the amount of assets to be managed, and the portfolio style.
Location
2750 Old Centre Ave, Suite 100, Portage, MI, 49024
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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
Ryan is licensed to offer life insurance, fixed, and fixed indexed annuities in Michigan since 2005. He dedicates minimal time to this business, which includes servicing current contracts and writing new ones when appropriate.
Employment History
Current Registrations
Pps & V Asset Management Consultants INC
Previous Registrations
Raymond James Financial Services Advisors, INC
State Registrations2 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.