Brandon
Bauer
Voisard Asset Management Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Brandon Bauer is a certified financial planner who works out of Grand Rapids, Michigan who has 7 years of industry experience. Bauer is on the advisory team at Voisard Asset Management Group. Throughout their career, Bauer has worked at Voisard Asset Management Group, Greenleaf Trust and Adventis Cg. Bauer is able to work in Michigan and Texas. Voisard Asset Management Group is a firm based out of Grand Rapids, MI. The investment advisory business has a total of eight financial advisors. It controls $286 million in total assets between its 1,180 accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises one charities and foundations. Of its 1,180 accounts, 25% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on the services provided. Fee types billed by Voisard Asset Management Group may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Voisard Asset Management Group Brokerage Details
$285,966,354
8
1,180
$242,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brandon Bauer Work History
Brandon has been registered as a financial advisor for 7 years.*
Voisard Asset Management Group
Voisard Asset Management Group
Adventis Cg
Greenleaf Trust
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Bauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Voisard Asset Management Group
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
