Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Our maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. Financial planning fees range from $1,500 to $15,000, billed 100% upon delivery of the plan. If you terminate the financial planning agreement, unearned fees will be refunded based on an hourly rate of $350.00. Retirement plan advisory fees do not exceed 1.25% annually.
Areas of Practice
Advisor Information
Office location
5005 Cascade Road Se, Suite B, 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 ActivitiesSells Insurance
James is the president of Moerdyk Financial, Inc., used for bookkeeping and marketing advisory services, dedicating nearly full-time hours to this. He also sells insurance and fixed products as an insurance agent, spending about half his time on this activity, and owns Bills Sharpening, LLC, a blade sharpening service, spending about 10-20% of his time.