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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
440 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B
Fee Structure
Minimum Investment:$5K
Financial Planning:Investment management only
BLAS co-sponsors wrap fee programs with third-party managers. These programs have advisory fees ranging from 1.00% to 2.18% annually, and account minimums range from $5,000 to $150,000.
Areas of Practice
Investment Management
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Advisor Information
Office location
3350 Eagle Park Drive Ste 104, Grand Rapids, MI, 49525
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2020Withdrawn
Other Business ActivitiesSells Insurance
Alonte is a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents and enabling them to sell various insurance products. He also serves as Treasurer for Vantage Point Association, managing condo association funds and related tasks, dedicating minimal time to this role.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
January 2021 - Present · 5 yrs
Bankers Life Securities, INC.Broker
April 2018 - Present · 7 yrs 9 mos
State Registrations8 states
ALCAFLGAMIOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.