Overview

Headquarters
Grand Rapids, MI
Total Firm Assets
$589 million
Average High-Net-Worth Client Portfolio Size
$2.6 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: VOISARD ASSET MANAGEMENT GROUP PART 2A OF FORM ADV (2026-07-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.75%
$2,000,001 and above 0.60%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $35,500 0.71%
$10 million $65,500 0.66%
$50 million $305,500 0.61%
$100 million $605,500 0.61%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
72.58%
Number of High-Net-Worth Clients
162
Total Client Accounts
1,614
Discretionary Accounts
1,589
Non-Discretionary Accounts
25

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
118048
  • VOISARD ASSET MANAGEMENT GROUP PART 2A OF FORM ADV (2026-07-21) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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