James Moerdyk
James Moerdyk is a registered investment advisor at Capital Advisor Network, based in Grand Rapids, MI, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,153 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAN charges a quarterly fee for investment management services, calculated as a percentage of your account's average daily balance. The maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. The custodian will directly debit your account for the advisory fee, or you may pay it separately. If CAN uses a third-party money manager (TPMM), the total fee will not exceed 2.00% and includes CAN's portion and the TPMM's fee.
Location
5005 Cascade Road SE, Suite B, Grand Rapids, MI, 49546
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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 ActivitiesSells Insurance
James is the president of Moerdyk Financial, Inc., used for bookkeeping and marketing advisory services, dedicating nearly full-time hours to this. He also sells insurance and fixed products as an insurance agent, spending about half his time on this activity, and owns Bills Sharpening, LLC, a blade sharpening service, spending about 10-20% of his time.
Employment History
Current Registrations
Capital Advisor Network
Previous Registrations
Capital Advisor Network
Brookstone Capital Management LLC
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.