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
2050 Celadon Dr. NE, Suite D, Grand Rapids, MI, 49525
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
David provides operational support to representatives and clients at CWM, LLC DBA Carson Partners, an SEC registered investment advisory firm, dedicating full-time hours. He is also a Director of Client Relations/Registered Representative at Kanai Wealth Management Group, also working full-time. David also works as a Dasher for DoorDash, dedicating minimal time.