| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for amounts over $10,000,001.
168 Louis Campau Promenade NW,, Suite 500, Grand Rapids, MI, 49503
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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 →Kyle is involved with Strategic Stewardship Partners as a life insurance agent, dedicating minimal time. He also works with Family Capital Management and Paul Damon and Associates selling insurance annuities, spending minimal time with the former and nearly full-time hours with the latter.