CF
CFP

Courtney M Font

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

Financial Plan Fee:$1,000 - $50,000
Hourly Rate:$150 - $500/hr

Investment advisory fees range up to 2.25% annually, depending on the investment strategy's complexity and account size. Larger or less complex accounts may have lower fees. Some advisors establish minimum fees, potentially exceeding 2.25% annually. Financial planning fees range from $150 to $500 per hour or $1,000 to $50,000 per project. Retainer agreements range from $1,000 to $20,000 per year.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information

Office location

3280 Woods Way, Suite 3, Petosky, MI, 49770

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Dynamic
January 2015 - Present · 11 yrs
Previous Registrations
LPL Financial LLC
October 2011 - January 2015 · 3 yrs 3 mos
Uvest Financial Services Group, INC.
September 2009 - October 2011 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2004 - August 2009 · 4 yrs 9 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.