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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
You'll pay an annual fee based on the value of your assets under management (see rates in table). The preferred minimum investment is $500,000, and the minimum annual fee is $7,500, though these may be waived. All fees are negotiable based on the total client relationship. There is also a flat per-transaction charge of $20.
Areas of Practice
Advisor Information
Office location
6500 Centurion Drive, Suite 250, Lansing, MI, 48917
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.
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Jon is an associate at Angle Advisors, LLC, an M&A advisory firm, since 2017. He dedicates full-time hours to business advisory for corporate development.