Joel Palmbos is a registered investment advisor at Advisory Alpha, LLC, based in Zeeland, MI, with 11 years of industry experience. Joel 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
250 S. State Street, Zeeland, MI, 49464
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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
Joel is an insurance agent selling fixed and traditional insurance products since 2012, dedicating about a quarter of his time. He is also a wealth advisor at Vision Financial Group, providing financial, consulting, and insurance services, which occupies nearly all of his time. Finally, Joel is a partner at F.O.G Management Company, but has no duties and spends no time on this activity.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Sii Investments, INC.Broker
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.