Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees are based on a percentage of assets managed, up to 1.50% annually, billed quarterly in advance. Financial planning fees range from $500 to $5,000, and hourly fees range from $165 to $275. Fees are negotiable. If third party money managers are used, BWAM will charge a separate fee not to exceed 1.50% on top of the money manager's fee.
Areas of Practice
Advisor Information
Office location
4120 E. Beltline Ave., Suite 100, Grand Rapids, MI, 49525
Get directionsRegulatory History
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
David is a member of DTL Enterprise, LLC, involved in internet distribution of consumer products, dedicating about a quarter of his time. He also works as an agent selling fixed insurance products through Redfield Financial Group and other companies, spending a significant amount of time on these activities, and is an advisor at Blue Water Asset Management.