Brandon Graetz is a registered investment advisor at Graetz Wealth, based in Jenison, MI, with 12 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 299 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Graetz Wealth charges a percentage of your portfolio each year. The exact fee is negotiable and depends on factors like the custodian used, the amount of assets managed, and the frequency of review meetings. Accounts are grouped by household to potentially lower the fee. When a third-party advisor is used, they charge an additional fee between 0.10% and 0.75%.
Location
501 Baldwin Street, Suite 207, Jenison, MI, 49428
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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 →Other Business ActivitiesSells Insurance
Brandon is an insurance agent selling life insurance and annuities since 2015, dedicating a few hours per week to this activity. He is also a member of Advisor 123 LLC and treasurer for Lake Bella Vista Improvement Association and LBV Water Services, dedicating minimal time to each.
Employment History
Current Registrations
Graetz Wealth
Previous Registrations
Brookstone Wealth Advisors, LLC
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.