Firm Information
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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001. Clients may be subject to a different fee schedule depending on when they signed an agreement with our firm. We may also negotiate other fee arrangements, such as a flat percentage of assets under management , depending on the client’s circumstances.
Fee Estimator
The firm charges an annual fee based on assets under management, using a tiered fee schedule (see table). For financial consulting services, they charge up to 0.25% of net worth, with a $1,500 minimum. Fees are negotiable based on complexity and scope. Clients may also incur fees charged by mutual funds, exchange-traded funds, and brokerage firms. Some representatives may receive commissions for selling securities or insurance products, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
168 Louis Campau Promenade NW,, Suite 500, Grand Rapids, MI, 49503
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 ActivitiesSells Insurance
Angela is an independent insurance agent with Stewardship Planning Partners since 2014, focusing on family wealth counseling. She also works with Family Capital Management and Paul Damon and Associates selling insurance annuities, dedicating minimal time and about half her time, respectively.