Madelyn Lofquist
Madelyn Lofquist is a registered investment advisor at Independent Advisor Alliance, LLC, based in Holland, MI, with 4 years of industry experience. Madelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
196 1/2 South River Avenue, Holland, MI, 49423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Madelyn operates under the DBA Vander Lugt Capital Management for her LPL business since 2021. She also provides investment advisory services through Independent Advisor Alliance as an IAR, dedicating full-time hours to this activity since March 2022.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
State Registrations1 state
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