Jason Wenk is a registered investment advisor at Graetz Wealth, based in Jenison, MI, with 15 years of industry experience. Jason 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2005Other Business Activities
Jason is the CEO of Altruist Corp, a software development company, dedicating full-time hours to this role. He also owns Oceana Family Holdings & Benona Family Holdings, investing in a West Michigan recreation business, which requires minimal time.
Employment History
Current Registrations
Graetz Wealth
Previous Registrations
Formula Folio Investments
Brookstone Wealth Advisors, LLC
State Registrations1 state
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.