Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
3226 28th Street Se, Kentwood, MI, 49512
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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 ActivitiesSells Insurance
Gerald is an insurance agent with Lakeview Financial Group, LLC, providing insurance sales and services. This activity takes about a quarter of his time.