| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $2.0M | 0.01% |
| $2.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10M+ | 0.01% |
Fees negotiable for accounts above $10,000,000.
2910 Lucerne Drive Se, Grand Rapids, MI, 49546
Get directionsNo 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 →Brett uses three DBAs (Hungerford Financial, Hungerford Financial, and Hungerford Wealth) for marketing purposes as a wealth advisor. These activities are investment-related.