JR
JR
Jacob Rothenberg
1 Year of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
2,368 clients
Average Client Portfolio
$256K average
Assets Under Management
$607.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
OLV charges a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.85%. The specific fees are outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity, and activity. Fees are billed monthly based on the average daily balance. Employees and their family members may be charged a reduced fee.
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Location
607 East Second Avenue, Suite 100, Flint, MI, 48502
Get directionsHistory
Regulatory History (1)
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Criminal
April 1998Final Disposition
Employment History
Current Registrations
Oliver Lagore Vanvalin Investment Group, INC.
April 2024 - Present · 1 yr 11 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.