Loran Filson is a CFP-designated registered investment advisor at Financial Advisory Corporation, based in Grand Rapids, MI, with 16 years of industry experience. Loran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 293 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | Included |
Assets over $100 million have custom fee schedules. Firm also offers an alternative net worth and investment fee method.
Fee Estimator
Contact
Loran Filson
Location
4251 Cascade Road Se, Grand Rapids, MI, 49546
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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
Financial Advisory Corporation
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Having met in college, Loran and his wife Sherri have been married for over 35 years and have two adult children. Originally from Indiana and a native Hoosier, he now considers West Michigan home after moving here over 25 years ago.
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