Joel Meyden is a CFP-designated registered investment advisor at Financial Advisory Corporation, based in Grand Rapids, MI, with 15 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 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. Some clients have been subject to a previous annual minimum fee which was in effect at the time they entered into an advisory relationship with us. Discounts are normally provided for charities and non-profit organizations.
Fee Estimator
Contact
Joel Meyden
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 Registrations2 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
Joel is a lifelong resident of West Michigan and married to Mandy, his wife of 20 years. They are the parents of 4 children, ages 14, 12, 10, and 7. Joel and Mandy enjoy spending time at Barlow Lake throughout the summer as well as occasional trips to Lake Michigan. They also enjoy summer and fall camping, eating at local restaurants throughout West Michigan, and spending time downtown.