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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M 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 may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
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
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