Kurtis Kamminga is a registered investment advisor at Charles Schwab & CO., INC., based in Holland, MI, with 24 years of industry experience. Kurtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
12365 James Street, Suite 40, Holland, MI, 49424
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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 Activities
Kurtis is the President of KLK Holdings, LLC, which is investment-related and facilitates operational expenses for a Schwab franchise. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Royal Securities CompanyBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Royal Securities CompanyBroker
State Registrations33 states
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