Steve Osterink is a CFA, CFP-designated registered investment advisor at Advisory Alpha, LLC, based in Holland, MI, with 16 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.
Location
348 S Waverly Rd, Suite 100, 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 ActivitiesSells Insurance
Steve is a licensed insurance agent since 2007, offering term life insurance and fixed annuities, dedicating minimal time to this. He also owns SMO Partners, LLC, a holding company, and 348 Waverly, LLC, a real estate company, and Insurance Planning Specialists, LLC, where he sells fixed insurance products.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Simplicity Wealth
Alphastar Capital Management, LLC
Regal Investment Advisors LLC
Sagepoint Financial, 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.