Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
3075 Charlevoix Drive Se, Grand Rapids, MI, 49546
Get directionsRegulatory 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
Jonathan guides pheasant hunts at Fruit Ridge Pheasant Farm and Blodgett Creek Hunt Club, starting in 2014. He dedicates a few hours per week to these activities, primarily on weekends and on an as-needed basis between August and April.