Overview
- Headquarters
- Wyoming, MI
- Total Firm Assets
- $784 million
- Average High-Net-Worth Client Portfolio Size
- $6.8 million
Fee Disclosure
Source: FIRM BROCHURE - JVL ASSOCIATES, LLC (2026-03-30)
· View brochure text
Latest filing: BROCHURE SUPPLEMENT - GERALD RAY VANDERLUGT , MATTHEW JAY KUNNEN , CHAD NATHAN SOUKUP, NATHAN HOLMES LOWE, ADAM JON SUWYN (2026-04-28)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,500,000 | 0.75% |
| $2,500,001 | $10,000,000 | 0.60% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | $50,000,000 | 0.40% |
| $50,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $36,250 | 0.72% |
| $10 million | $66,250 | 0.66% |
| $50 million | $241,250 | 0.48% |
| $100 million | $366,250 | 0.37% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 95.15%
- Number of High-Net-Worth Clients
- 109
- Total Client Accounts
- 974
- Discretionary Accounts
- 957
- Non-Discretionary Accounts
- 17
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 124018
- BROCHURE SUPPLEMENT - GERALD RAY VANDERLUGT , MATTHEW JAY KUNNEN , CHAD NATHAN SOUKUP, NATHAN HOLMES LOWE, ADAM JON SUWYN (2026-04-28) · View brochure text
- FIRM BROCHURE - JVL ASSOCIATES, LLC (2026-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗