Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For financial planning, fees range from $500 to $10,000 on a fixed basis or $150 to $1,000 per hour, depending on the complexity and time required. Portfolio management fees are based on assets under management, with a maximum annual fee of 1.65%. This fee is negotiable. There is no minimum account size required.
Areas of Practice
Advisor Information
Office location
Grand Rapids, MI
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
John works full-time in risk management for Finalto and is a member of Advisory Advocates, LLC, dedicating a few hours per week. He is also an Investment Adviser Representative and Managing Member of Luminist Capital, LLC and RM Investment Strategies, LLC, spending a few hours per week on each, and a partner in Half Mile Cottage, LLC, a vacation rental home, spending minimal time.