Ralph Alton Wood II
Advisor at LVZ, Inc. — Grand Rapids, MI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
39 years
Location
Grand Rapids, MI 49525
LVZ, Inc.
Team
Ralph Wood II is a financial advisor at LVZ, Inc. in Grand Rapids, MI, holding the ChFC® and Series 63 designations with 39 years of industry experience. He has worked at LVZ, Inc. since 2017 and previously held roles at Harbour Investments, Inc. and Next Financial Group Inc. He is also the owner of Wood Wealth Management, a DBA investment advisory business. LVZ, Inc. serves over 2,400 client relationships with a team of 17 advisors managing approximately $1.125 billion in assets. The firm provides investment management, financial planning, consulting, and third-party manager selection for a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, and offers multi-strategy portfolio options with both fundamental and technical analysis.
Based on LVZ, Inc.
$250 per quarter for Outside Management Consulting Services; flat fees for financial planning (quoted per project); up to $500 for estate planning access services; flat investment advisory fee for non-traded assets (negotiable)
$0 - $750,000: 1.5% $750,000 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1%
Up to $400 per hour for financial planning and consulting services
Ongoing monthly fees for financial planning and consulting services (negotiable)
Account minimum: $100,000 and above Minimum fee: $60 annual maintenance fee for accounts below $100,000 (charged quarterly or monthly in increments) Fee-only: Financial planning fees: hourly rate up to $400/hr, fixed fees (up to 3% of assets analyzed), ongoing monthly fees (negotiable, min $100)
Grand Rapids, MI
1600 E Beltline NE Suite 214
Grand Rapids MI 49525
Advisors at this office
2
Michigan
39 years of industry experience
LVZ, Inc.
2017 - Present • 9 years
Holland, MI
Harbour Investments, Inc
2017 - 2021 • 4 years
Madison, WI
Next Financial Group Inc
2006 - 2017 • 11 years
Grand Rapids, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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