Streamsong Advisors Fees & Minimum

Overview

Headquarters: Grand Rapids, MI
Total Firm Assets: $124 million
Average High-Net-Worth Client Portfolio Size: $1.8 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: DISCLOSURE BROCHURE (2026-04-10) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$5,000,000	0.80%
$5,000,001	$10,000,000	0.60%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$44,000	0.88%
$10 million	$74,000	0.74%
$50 million	$274,000	0.55%
$100 million	$524,000	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 78.34%
Number of High-Net-Worth Clients: 54
Total Client Accounts: 479
Discretionary Accounts: 476
Non-Discretionary Accounts: 3

Services Offered

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

Regulatory Filings

SEC CRD Number: 168250

DISCLOSURE BROCHURE (2026-04-10) (fee schedule source) · View brochure text

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

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Streamsong Advisors, LLC