Emily Bustraan is a CFP-designated registered investment advisor at Regal Investment Advisors LLC, based in Grand Rapids, MI, with 16 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B 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 | 1.00% |
Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.
Fee Estimator
Location
5070 Cascade Rd., Suite 150, Grand Rapids, MI, 49456
Get directionsHistory
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 →Employment History
Current Registrations
Regal Investment Advisors LLC
Previous Registrations
Regulus Financial Group, LLCBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services 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.
Exams
More Advisors
- Christopher Peterson, CFPRegal Investment Advisors LLC
- Phillip Owens, ChFCRegal Investment Advisors LLC
- Raymond Llewellyn, CFA, CFPCerity Partners LLC
- Nathan Luke, CFPMercer Global Advisors INC.
- Aaron Louisell, CFPRaymond James & Associates, INC.
- Ryan Sheffer, CFPAdvance Capital Management INC