Mary Britenfeld is a registered investment advisor at Schwallier Wealth Management, based in Grand Rapids, MI, with 6 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 292 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Rates apply flat to the entire account balance. Accounts under $500,000 are generally not accepted and are subject to a negotiated fee not exceeding 1.5%. Fees for accounts over $10M are negotiable.
Fee Estimator
Location
535 Cascade West Parkway Se, 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 Activities
Mary works as a marketing consultant for Brite Ideation Group LLC and as an adjunct instructor at Lake Michigan College. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Schwallier Wealth Management
Previous Registrations
Mosaic Planners and Advisors
True Blue Financial, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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
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