LVZ, INC.

RIASEC RegisteredEst. 2006

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$191K

Accounts

5,879

Employees

Advisory reps

Firm details

Headquarters: HOLLAND, Michigan
CRD number: 124228
Registered since: May 17, 2006
Website: www.lvzinc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals73.67%
HNWI22.87%
Pension & Profit Sharing Plans1.89%
Corporations / Businesses1.34%
Charitable Organizations0.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lvz, Inc. is an independent registered investment adviser that has been SEC-registered since 2006 and is organized as a corporation owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee engagements. Lvz, Inc. identifies as a capital allocator and reports no active ESG investing program. The firm lists an industry affiliation with accountants, which aligns with a service mix that combines planning and discretionary portfolio management. Lvz, Inc. also reports the ability to allocate to third-party managers, consistent with the “selection of other advisers” activity on its ADV.