Overview
- Headquarters
- Portage, MI
- Total Firm Assets
- $8.4 billion
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Forbes 2025: 7
Forbes 2024: 6
Fee Disclosure
Source: ADV PART 2A FIRM BROCHURE (2025-08-22)
· View brochure text
Latest filing: ADV PART 2A FIRM BROCHURE (2026-03-31)
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Latest filing: PART 2A APPENDIX 1 OF FORM ADV (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.20% |
| $1,000,001 | $2,500,000 | 1.00% |
| $2,500,001 | $5,000,000 | 0.90% |
| $5,000,001 | $10,000,000 | 0.80% |
| $10,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,000 | 1.20% |
| $5 million | $49,500 | 0.99% |
| $10 million | $89,500 | 0.90% |
| $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
- 61.98%
- Number of High-Net-Worth Clients
- 1,355
- Total Client Accounts
- 7,855
- Discretionary Accounts
- 7,455
- Non-Discretionary Accounts
- 400
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 159257
- ADV PART 2A FIRM BROCHURE (2026-03-31) · View brochure text
- PART 2A APPENDIX 1 OF FORM ADV (2026-03-31) · View brochure text
- ADV PART 2A FIRM BROCHURE (2025-08-22) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗