Overview

Headquarters
Grand Rapids, MI
Total Firm Assets
$492 million
Average High-Net-Worth Client Portfolio Size
$3.1 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: ADV PART 2A - FIRM BROCHURE (2026-07-31) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.95%
$1,000,001 $2,000,000 0.85%
$2,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.65%
$10,000,001 and above Negotiable

Stated Minimum Annual Fee: $1,200

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,500 0.95%
$5 million $40,500 0.81%
$10 million $73,000 0.73%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
58.86%
Number of High-Net-Worth Clients
94
Total Client Accounts
1,061
Discretionary Accounts
1,039
Non-Discretionary Accounts
22

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
249789

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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