Calvin Wiersma is a CFP-designated registered investment advisor at Grand Wealth Management, LLC, based in Grand Rapids, MI, with 6 years of industry experience. Calvin 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, Estate Planning, and 3 more. Their firm serves 164 clients with $530M 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 services are designed for those with $2 million or more of investment assets. At their discretion, Grand Wealth Management may extend wealth management services to those who have less than $2 million of investment assets but who are on a path to reach $2 million or more at their targeted retirement date. For these emerging wealth management clients, a lower minimum quarterly fee of $1,875 will apply.
Fee Estimator
Location
333 Bridge Street Nw, Suite 800, Grand Rapids, MI, 49504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Grand Wealth Management, LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations1 state
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