Adam Schwallier is a CFP-designated registered investment advisor at Schwallier Wealth Management, based in Grand Rapids, MI, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 7 more. Their firm serves 292 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Rates apply flat to the entire account balance. Accounts under $500,000 are generally not accepted and are subject to a negotiated fee not exceeding 1.5%. Fees for accounts over $10M are negotiable.
Fee Estimator
Contact
Adam Schwallier
Location
535 Cascade West Parkway Se, Grand Rapids, MI, 49546
Get directionsHistory
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 Activities
Adam owns several LLCs (Tremont Holdings, Dick David, Chevalier Holdings, Chevalier Holdings 2, and Chevalier Holdings 3) that own commercial and agricultural real estate. He spends minimal time on these activities.
Employment History
Current Registrations
Schwallier Wealth Management
Previous Registrations
Mosaic Planners and Advisors
Steele Capital Management, INC.
Morgan Stanley
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
· Investment Committee Chair, Holy Spirit Education Foundation
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