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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable above $10,000,000. Minimum annual management fee of $1,200 per account.
Fee Estimator
Financial planning is offered at $250/hour, negotiable based on complexity. Portfolio management fees are based on a percentage of assets managed (see table). There is a $1,200 minimum annual management fee per account. Fees are separate from brokerage and custodial charges. Retirement plan services have a $2,000 minimum annual fee.
Areas of Practice
Advisor Information
Office location
2910 Lucerne Drive Se, 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 Activities
Connor owns Red Elk Tax Services, offering tax preparation, accounting, bookkeeping, and CPA services since 2019. He also serves as Chief Investment Officer and Portfolio Manager for Hungerford Financial, LLC, and Chief Investment Officer for Hungerford Wealth.