LVZ, Inc. is a prominent local investment advisory firm headquartered in Holland, MI, specializing in managing assets for a diverse clientele. With over 2,390 individual clients and a staggering $808,429,000 in assets under management, they have established themselves as a trusted partner in wealth management. The company operates through 11 offices strategically positioned to serve their extensive client base. A notable aspect of LVZ, Inc. is their expertise in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. With extensive experience in this domain, they possess a deep understanding of the unique challenges and opportunities associated with these types of investments. An impressive 97% of the assets they oversee are managed with discretion, enabling them to make informed decisions tailored to each client's financial objectives. LVZ, Inc. offers a comprehensive compensation structure that accommodates various client needs. Their options include a percentage-based fee structure tied to the assets under management, hourly charges, and fixed fees. This flexible approach ensures clients can choose a payment arrangement that aligns with their preferences and investment strategies. With a dedicated team of 21 employees, including 17 experienced investment advisors, LVZ, Inc. delivers personalized and insightful advisory services. On average, each investment advisor manages approximately $47,550,000 in assets under management, in line with the industry average. Noteworthy among the team are the longest tenured advisors, Julie Devisser, Nathan Baumann, and Ryan Vanderzwart, whose extensive experience and industry knowledge contribute to the firm's success. Overall, LVZ, Inc. stands as a reliable and experienced partner for individuals and organizations seeking expert investment advisory services. Their comprehensive approach, extensive clientele, and knowledgeable team set them apart in the competitive financial landscape.