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Alan Tubbergen

Advisory Advocates LLC
15 Years of Experience
Grand Rapids, MI
Sells Insurance
View SEC Summary
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Alan Tubbergen is a registered investment advisor at Advisory Advocates LLC, based in Grand Rapids, MI, with 15 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 249 clients with $160M in assets under management.

Advisory Advocates LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
249 clients
Average Client Portfolio
$637K average
Assets Under Management
$158.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual management fee is 1.5% of assets under management. Fees are negotiable based on account size, and clients may aggregate multiple accounts to lower the fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4981 Cascade Road, Suite C, Grand Rapids, MI, 49546

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alan is involved with PLG Planning, LLC as an insurance agent selling fixed life and annuity products since 2015, dedicating about 10-20% of his time. He also represents StrydeSavings.com and Growth Management Group, showing businesses cost savings matters, spending minimal time on this during non-trading hours.

Employment History
Current Registrations
Advisory Advocates LLC
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Personal Legacy Planners
January 2014 - March 2021 · 7 yrs 2 mos
USA Wealth Management LLC
January 2011 - December 2013 · 2 yrs 11 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
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