What is a registered investment advisory (RIA) firm?
As a registered investment advisory firm, JVL Associates, LLC acts in a fiduciary capacity – that means we always put the interests of our clients ahead of our own interests. Under the Investment Advisers Act of 1940, any firm that is engaged in the business of providing financial advice for a fee is considered to be an “investment advisor.” These firms are required to be registered with the appropriate federal or state agency. As such, JVL Associates, LLC is registered with the Securities and Exchange Commission (SEC).
What is a Certified Public Accountant (CPA)?
Licensed and regulated by state boards of accountancy, CPAs must have achieved minimum college education requirements, minimum experience levels working in a CPA firm environment, and successfully passed the Uniform CPA examination. In addition, in order to maintain their license, CPAs must complete 80 hours of continuing education every two years. Jerry VanderLugt has actively maintained his CPA license since he attained it in 1980.
What is a Certified Financial Planner (CFP®)?
Licensed by the Certified Financial Planner Board of Standards, CFPs must satisfactorily complete an advanced college-level course of study addressing financial planning subject areas, including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. In addition, they must pass the comprehensive CFP® certification examination and obtain at least three years of full-time financial planning related experience. To maintain the designation, CFPs must complete 30 hours of continuing education every two years. Both Jerry VanderLugt and Matt Kunnen have actively maintained their CFP® designations since attaining them in 1990 and 2017, respectively.
What is a Certified Valuation Analyst (CVA)?
Accredited by the National Association of Certified Valuators and Analysts (NACVA), CVA’s must successfully complete an intensive training and testing process. CVA’s must be licensed CPA’s or hold a business degree from an accredited college or university and have met minimum experience levels . In addition to the completion of advanced course work, CVA’s must pass the rigorous certification exams conducted by the NACVA, and satisfactorily complete a business valuation and write a comprehensive report of value. To maintain the designation, CVA’s must complete additional continuing education every three years. Jerry VanderLugt has actively maintained the CVA designation since he attained it in 2013.
What is the Chartered Financial Analyst (CFA®) credential?
The CFA credential is offered by the CFA Institute, a global association of investment professionals. The CFA Program covers a wide variety of investment related topics including investment tools, asset valuation and portfolio management. In order to earn the CFA charter, an individual must pass the CFA Program's rigorous examinations for Levels I, II and III, agree to follow the CFA Institute Code of Ethics and Standards of Professional Conduct, have four years of qualified investment related work experience and become a regular member of the CFA Institute and a CFA member society. Matt Kunnen attained the CFA charter in 2015.
What is your fee structure?
At JVL Associates, our compensation is 100% transparent, so you know exactly what we make and the value we provide. We charge a competitive asset under management (AUM) annual fee that is computed on the value of the assets we manage.
Do you have a minimum account size?
While we do not have a minimum account size, our services are best suited for clients with investable assets in excess of $500,000 with a net worth of at least $1,000,000 or diligently working toward these amounts.
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