Well Done, LLC (Holland)

Name: Well Done, LLC
Address: 85 E 8 Th Street, Holland, MI, 49423
Telephone: (616) 392-5332

Well Done, LLC is a large advisory firm based in Holland. It manages $1.03 billion of regulatory assets for 2,079 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Colorado, Florida, and 5 other states.

Well Done provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Well Done: assets under management

The assets under management (AUM) of Well Done, LLC is $1.03 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and $2.84 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.03 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $496.18 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 47% of the total AUM. The second-largest asset type is exchange traded securities, which make up 37% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Well Done, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Well Done serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Well Done is high net worth individuals with 186 clients and $694.68 million of assets under management. Among the 11 most similar advisory firms, Well Done has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.03 billion for 712 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Well Done doesn't advise any private funds.

Careers at Well Done, LLC

The company employs 18 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. 16 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Lee Vandenbrink	Chief compliance officer	1 Nov 2014	Other	2925812
Bruce Hilbert Johnson	Managing member	1 Nov 2014	75% - 100%	1067040
Dirk Alan Zwiep	Consulting director	1 Nov 2014	Other	4038228
Rhonda Grace Carter	Chief compliance officer	1 Mar 2016	Other	5966272
Bryan Paul Linn	Chief operations officer / chief financial officer	1 May 2017	Other	5901321

Based in Holland

The principal office where Well Done, LLC performs its advisory services is located at 85 E 8 Th Street, Holland, MI 49423, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (616) 392-5332 or by fax (616) 392-5565. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at captrustholland.com and its LinkedIn profile.