John Guchte is a registered investment advisor at Innovia Wealth, LLC, based in Grand Rapids, MI, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 750 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fees may be negotiable. The maximum fee that a client can be charged is 1.70% of assets under management. Employees and some of their family members may have a discounted rate.
Fee Estimator
Location
171 Monroe Ave. Nw, Suite 800, Grand Rapids, MI, 49503
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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 Activities
John is an advisory finance council member for Assumption of the Blessed Virgin Mary, a non-profit organization, dedicating minimal time. He is also a board member and investment committee member for Samaritas, a not-for-profit organization, spending minimal time and helping oversee investments managed by outside financial advisors.
Employment History
Current Registrations
Innovia Wealth, LLC
Previous Registrations
Mutual Securities, INC.Broker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
State Registrations9 states
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