MFS offers several fee structures. For assets managed through sub-advisors, MFS charges 1.00%, with total fees not exceeding 2.5% annually. Co-advisor fees with Gradient Investments are 1.50% annually for Strategic, Tactical, Allocation & Defined Outcome Portfolios and 1.00% for Preservation Portfolios. Client Directed Accounts have a flat fee of $300. Financial planning and consulting are billed hourly at $300 per hour. Assets held away are charged a maximum of 0.50% annually. A $15 quarterly service fee is charged per account or investment strategy for performance and other reporting.
3226 28th Street Se, Kentwood, MI, 49512
Get directionsGary is involved in several outside business activities. He spends nearly full-time at Lakeview Financial Group, LLC providing insurance services, fixed life & annuity products, health insurance, and tax preparation. He also has roles at Mattson Insurance Agency LLC and Midwest-E-Store DBA Midwest-E-Properties.