Michael Voorheis
Michael Voorheis is a registered investment advisor at Assuredpartners Investment Advisors, based in DeWitt, MI, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APIA's fee for managing your investments is a percentage of the value of your portfolio. This fee is negotiable, with a maximum of 2.5% per year. The exact percentage depends on the size of your portfolio, your household, the complexity of the advice, and the scope of the relationship. If APIA uses third-party investment advisors, the total fee is shared between APIA and the third-party advisor.
Location
240 South Bridge Street, Suite 110, DeWitt, MI, 48820
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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.
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Michael is associated with Chesme Capital Management, a registered investment adviser firm.
Employment History
Current Registrations
Assuredpartners Investment Advisors
Previous Registrations
Chesme Capital Management
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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.