Maria Kuitula is a registered investment advisor at Wordhouse Wealth Coaching, based in Grand Rapids, MI, with 15 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.84% |
| $500K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.60% |
| $4M+ | 0.39% |
Matson Money also charges up to 0.50% based upon the average daily net assets of the Matson fund. Fees are negotiable.
Fee Estimator
Location
Grand Rapids, MI
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Regulatory 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 →Employment History
Current Registrations
Wordhouse Wealth Coaching
Previous Registrations
Wealth Advisors Group LLC.
State Registrations9 states
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