Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Compass and AdvisorFX accounts are billed quarterly or monthly, either in arrears or in advance, based on the account value. The Advisor Fee is negotiable, with a maximum of 2% of assets. A Platform Fee is also charged, including a $45 annual per-account fee and an asset-based fee (0.08-0.15% for Compass, 0.20% for AdvisorFX). Financial planning fees are charged monthly ($300), hourly ($300), or as a flat fee (up to $35,000). Align Wealth Management has a fixed annual fee of $15,000-$75,000. Pontera platform cost is 25bps charged quarterly in advance.
Areas of Practice
Advisor Information
Office location
4120 E. Beltline Ave., Suite 100, Grand Rapids, MI, 49525
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is involved in several business activities, including owning Redfield Properties LLC (rental real estate), Grass Lake East Properties LLC (timber land), Blue Water Asset Management LLC (RIA), Blue Water Group Agency LLC (group insurance), and Waltman Lodge Lake LLC (real estate rental). He spends nearly full-time on Blue Water Asset Management LLC and about 10-20% of his time on Blue Water Group Agency LLC.