Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MFS offers several fee structures. For assets managed through sub-advisors, MFS charges 1.00%, with total fees not exceeding 2.5% annually. Co-advisor fees with Gradient Investments are 1.50% annually for Strategic, Tactical, Allocation & Defined Outcome Portfolios and 1.00% for Preservation Portfolios. Client Directed Accounts have a flat fee of $300. Financial planning and consulting are billed hourly at $300 per hour. Assets held away are charged a maximum of 0.50% annually. A $15 quarterly service fee is charged per account or investment strategy for performance and other reporting.
Areas of Practice
Advisor Information
Office location
3226 28th Street Se, Kentwood, MI, 49512
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
Laurel is the Director of Operations and an agent at Lakeview Financial Group, LLC, where she is involved in insurance sales since 2014. This takes about half of her time, including a few hours per week during trading hours.