Brandon Bauer is a CFP-designated registered investment advisor at Voisard Asset Management Group, based in Grand Rapids, MI, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 461 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees may be negotiable. Discounts may be offered to family members of associated persons of the firm.
Fee Estimator
Contact
Brandon Bauer
Location
99 Monroe Ave, NW,, Suite 504, Grand Rapids, MI, 49503
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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 Activities
Brandon is a minor interest partner at Adventis CG since 2012. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Voisard Asset Management Group
State Registrations2 states
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