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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management. The standard fee schedule is 1.00% for assets between $500,000 and $2,500,000, 0.90% for assets between $2,500,001 and $5,000,000, and 0.80% for assets between $5,000,001 and $10,000,000. Fees for assets over $10,000,001 are negotiable. The firm requires a minimum fee of $5,000 per client. Fees on household account balances with a value lower than $500,000 is negotiated and generally does not exceed 1.5%.
Areas of Practice
Advisor Information
Office location
607 Cascade West Parkway Se, Grand Rapids, MI, 49546
Get directionsRegulatory History
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