Ds Investment Advisors
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Overview
Ds Investment Advisors operates as a financial advisory firm headquartered in Grand Rapids, Michigan. The firm controls $281.7 million in total assets throughout 240 accounts, making it a mid-tier firm in the country by assets under management (AUM). It has a small team, including 2 financial advisors. Ds Investment Advisors does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like equities, bonds and options.
Ds Investment Advisors administers the majority of its client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction choices without requiring client approval. The firm also has 25 non-discretionary accounts totaling $222.8 million in assets. Ds Investment Advisors supervises roughly $1.2 million in assets for each account. An average financial advisor at Ds Investment Advisors oversees about 120 client accounts.
The firm's central office is at 750 Front Ave Nw Suite 305, Grand Rapids, Michigan 49504. Ds Investment Advisors is legally registered to serve investors in the state of Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ds Investment Advisors by the Numbers
$281.7 million
4
240
$1.2 million
Fee Structure
Fees for financial advisory services largely depend on which service is provided. However, fees billed by Ds Investment Advisors most likely include the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Ds Investment Advisors works with retail investors, high net worth investors and pension plans. Out of its 240 accounts, Ds Investment Advisors's largest client group by number of accounts is high net worth investors, although it also caters to 100 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 57.8%
- Other Individuals - 27.75%
- Corporations - 14.45%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ds Investment Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ds Investment Advisors
Grand Rapids, MI
Grand Rapids, MI
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