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.
431 S. Capitol Ave, Lansing, MI, 48933
Get directionsTheodore works as an Investment Advisory Representative at BlueWater Asset Management full-time. He also sells non-variable life insurance, dedicating a few hours per week to this activity.