Douglas
Voisard

Voisard Asset Management Group

CRD#1689155
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Douglas Voisard is a certified financial planner who works out of Grand Rapids, Michigan who has 13 years of relevant experience. Voisard is an employee of Voisard Asset Management Group. They have worked at Voisard Asset Management Group for their entire career. Voisard is approved to work in Michigan. Voisard Asset Management Group is a company based out of Grand Rapids, MI. The company has a total of eight people on staff. It has $286 million in assets under management among its 1,180 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 1,180 accounts, 25% belong to high-net-worth individuals who have more than $1 million in assets. The firm offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees billed by Voisard Asset Management Group likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

99 Monroe Ave, Nw, Suite 504
Grand Rapids, MI 49503

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Voisard Asset Management Group Brokerage Details

Total Assets Under Management

$285,966,354

MI Average: $943,424,332
Total Number of Employees

8

MI Average: 21
Total Number of Accounts

1,180

MI Average: 1,586
Average Account Size

$242,344

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Douglas Voisard Work History

Douglas has been registered as a financial advisor for 13 years.*

2002 - Present (22 years)

Voisard Asset Management Group

*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 Douglas Voisard 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

Brandon Bauer
Grand Rapids, MI
Jordan Katje
Grand Rapids, MI
Jordan Buffum
Grand Rapids, MI
Leigh Mast
Grand Rapids, MI
Douglas Voisard
Grand Rapids, MI
Robert Lanterman
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.

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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.

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