| 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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Learn about disclosures →Angela is an independent insurance agent with Stewardship Planning Partners since 2014, focusing on family wealth counseling. She also works with Family Capital Management and Paul Damon and Associates selling insurance annuities, dedicating minimal time and about half her time, respectively.