Joshua Bergsma is a registered investment advisor at Lvz, INC., based in Holland, MI, with 1 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 Avenue, Holland, MI, 49423
Get directionsHistory
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 Activities
Joshua works as a non-registered sales assistant for Harbour Investments, a broker-dealer. This investment-related activity takes about a quarter of his time, all during trading hours.
Employment History
Current Registrations
Lvz, INC.
State Registrations1 state
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.