Ryan Sheffer is a CFP-designated registered investment advisor at Advance Capital Management INC, based in Grand Rapids, MI, with 20 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 7,365 clients with $5B 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 pay additional monthly administrative fees ranging from $40 to $100 based on asset size. Fees may be negotiable.
Fee Estimator
Location
625 Kenmoor Avenue Se, Suite 307, Grand Rapids, MI, 49546
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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
Ryan is an owner of Baggs Partners, LLC, a real estate development company, spending minimal time reviewing financials and making purchase/sale decisions. Ryan also owns VanSheffer Ventures, a property development business, and provides capital, spending minimal time on it.
Employment History
Current Registrations
Advance Capital Management INC
Previous Registrations
Advance Capital Services, INC.Broker
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.
Exams
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