Alonte White-Davis
Alonte White-Davis is a registered investment advisor at Bankers Life Advisory Services, INC., based in Grand Rapids, MI, with 8 years of industry experience. Alonte is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
3350 Eagle Park Drive Ste 104, Grand Rapids, MI, 49525
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2020Other Business ActivitiesSells Insurance
Alonte is a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents and enabling them to sell various insurance products. He also serves as Treasurer for Vantage Point Association, managing condo association funds and related tasks, dedicating minimal time to this role.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations10 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
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