Joshua Franken is a registered investment advisor at Lvz, INC., based in Holland, MI, with 6 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,473 clients with $1.1B 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 | 2.00% |
Fees are negotiable based on account size, complexity, and related accounts. Accounts below $100,000 may incur an additional $60 annual maintenance fee.
Fee Estimator
Location
240 S River Ave, Holland, MI, 49423
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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 ActivitiesSells Insurance
Joshua works as a tax preparer for LVZ Consulting, dedicating about 10-20% of his time. He also sells insurance and manages residential and commercial rental properties, spending minimal time on each. Joshua is also a board member and Vice President for Jubilee Ministries, Inc, a non-profit.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
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
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