Julie Devisser is a registered investment advisor at Lvz, INC., based in Holland, MI, with 23 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
240 S. River Avenue, Holland, MI, 49423
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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 Activities
Julie is the owner of DutchBeingMe, LLC, a genealogy freelancing business, and a board member and VP of Membership for the Michigan Association of Calligraphers. Both activities take a few hours per week and are not investment-related.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Harbour Investments, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations1 state
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