Andrew Lantinga is a registered investment advisor at Lvm Capital Management LTD, based in Portage, MI, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,407 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5 million.
Fee Estimator
Location
7840 Moorsbridge Road, Portage, MI, 49024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lvm Capital Management LTD
State Registrations1 state
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