Kerby Wallick
Kerby Wallick is a CFA-designated registered investment advisor at Streamsong Advisors, LLC, based in Grand Rapids, MI, with 12 years of industry experience. Kerby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 268 clients with $120M 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 | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Accounts managed entirely for safety, income, or liquidity in cash or fixed income are charged a flat 0.25% annually. Fees are negotiable.
Fee Estimator
Location
3200 Broadmoor Se, Grand Rapids, MI, 49512
Get directionsHistory
Regulatory History (1)
Financial
June 2018Employment History
Current Registrations
Streamsong Advisors, LLC
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
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