Fees for investment management outside of advisory programs range from 0.75% to 2.00% for accounts under $500,000, 0.50% to 1.75% for accounts between $500,000 and $1,000,000, and 0.25% to 1.50% for accounts over $1,000,000. Financial planning and consulting fees are charged on an hourly basis ($100-$300 for professional staff, $50-$100 for administrative staff) or at a fixed project fee. Fees are negotiable based on various factors.
3075 Charlevoix Drive Se, Grand Rapids, MI, 49546
Get directionsJames is an Advanced Planning Specialist at Farm Bureau Insurance of MI since 2002, focusing on retirement planning and business succession. This role takes nearly full-time hours each week and is investment-related.