Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management. The standard fee schedule is 1.00% for assets between $500,000 and $2,500,000, 0.90% for assets between $2,500,001 and $5,000,000, and 0.80% for assets between $5,000,001 and $10,000,000. Fees for assets over $10,000,001 are negotiable. The firm requires a minimum fee of $5,000 per client. Fees on household account balances with a value lower than $500,000 is negotiated and generally does not exceed 1.5%.
Areas of Practice
Advisor Information
Office location
607 Cascade West Parkway Se, Grand Rapids, MI, 49546
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Adam David SchwallierRegulatory 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 Activities
Adam owns several LLCs (Tremont Holdings, Dick David, Chevalier Holdings, Chevalier Holdings 2, and Chevalier Holdings 3) that own commercial and agricultural real estate. He spends minimal time on these activities.
Employment History
Current Registrations
Schwallier Wealth Management
Previous Registrations
Mosaic Planners and Advisors
Steele Capital Management, INC.
Morgan Stanley
State Registrations2 states
Exams
Additional Information
· Investment Committee Chair, Holy Spirit Education Foundation