John Timmermans is a registered investment advisor at Rm Investment Strategies, LLC, based in Grand Rapids, MI, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum annual fee is 1.65%. Fees are negotiable and can be lowered by aggregating multiple accounts.
Fee Estimator
Location
Grand Rapids, MI
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 →Other Business Activities
John works full-time in risk management for Finalto and is a member of Advisory Advocates, LLC, dedicating a few hours per week. He is also an Investment Adviser Representative and Managing Member of Luminist Capital, LLC and RM Investment Strategies, LLC, spending a few hours per week on each, and a partner in Half Mile Cottage, LLC, a vacation rental home, spending minimal time.
Employment History
Current Registrations
Rm Investment Strategies, LLC
Luminist Capital, LLC
Previous Registrations
Advisory Advocates LLC
Advisory Advocates LLC
State Registrations2 states
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
- Raymond Llewellyn, CFA, CFPCerity Partners LLC
- Nathan Luke, CFPMercer Global Advisors INC.
- Aaron Louisell, CFPRaymond James & Associates, INC.
- Ryan Sheffer, CFPAdvance Capital Management INC
- Melissa Stewart, CFPDynamic
- Lisa Cargill, ChFCLPL Financial LLC