Jacob Holtrop is a registered investment advisor at Alliance Investment Management, LLC, based in Jenison, MI, with 11 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 164 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliance Investment Management charges a percentage of the value of your investments each year. The specific rate depends on the type of account (discretionary or non-discretionary), the types of investments in your portfolio (stocks, exchange traded products, mutual funds, fixed income, cash, etc.), and the amount you invest.
For example, for discretionary accounts with stocks, the annual fee is:
- 1.00% on the first $1,999,999
- 0.90% on amounts between $2,000,000 and $3,999,999
- 0.80% on amounts of $4,000,000 or more.
For non-discretionary accounts, the annual fee is:
- 0.60% on the first $1,999,999
- 0.50% on amounts between $2,000,000 and $3,999,999
- 0.40% on amounts of $4,000,000 or more.
There is a $1,000 minimum annual fee for all accounts and services, except Advice Services to plan participants, which may be waived at the firm's discretion. Fees are charged quarterly in advance.
Location
507 Baldwin Street, Jenison, MI, 49428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alliance Investment Management, LLC
State Registrations2 states
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