James Tietema
James Tietema is a registered investment advisor at Foguth Wealth Management, LLC., based in Brighton, MI, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,259 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.
Location
325 W. Main St., Brighton, MI, 48116
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Regulatory History (1)
Criminal
July 2013Other Business ActivitiesSells Insurance
James is an instructor/mentor at Mindset Wrestling, teaching wrestling to athletes, dedicating a few hours per week. He is also an insurance agent with Michael Foguth Financial Group, focusing on non-securities insurance sales, which takes about a quarter of his time.
Employment History
Current Registrations
Foguth Wealth Management, LLC.
Previous Registrations
Secure Asset Management, L.L.C.
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.