Cameron Clemens is a registered investment advisor at Grand Wealth Management, LLC, based in Grand Rapids, MI. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 156 clients with $600M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Wealth management is designed for portfolios of $2 million or more and is subject to a $2,500 minimum quarterly fee ($10,000 annually). Emerging clients may have a reduced quarterly minimum of $1,875. Standalone portfolio management for smaller accounts is charged at a flat 1.00% with a $1,250 quarterly minimum. Fees are negotiable.
Fee Estimator
Location
333 Bridge Street Nw, Suite 800, Grand Rapids, MI, 49504
Get directionsHistory
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 →Employment History
Current Registrations
Grand Wealth 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.
Exams
More Advisors
- Jeffrey Williams, CFP, PFSGrand Wealth Management, LLC
- Ryan Deters, CFPGrand Wealth Management, LLC
- Mark Rougas, CFPGrand Wealth Management, LLC
- Calvin Wiersma, CFPGrand Wealth Management, LLC
- Raymond Llewellyn, CFA, CFPCerity Partners LLC
- Nathan Luke, CFPMercer Global Advisors INC.