Justin Henrich
Justin Henrich is a registered investment advisor at Southwest Michigan Wealth Management, LLC, based in Kalamazoo, MI, with 6 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 166 clients with $29M 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 $750K | 1.35% |
| $750K - $1.5M | 1.20% |
| $1.5M+ | 1.10% |
Sub-advisor charges an additional 0.50% fee and $50 technology fee per account. The asset management fee may be negotiated depending upon the individual circumstances of the client. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
4341 S. Westnedge Avenue, Suite 1201, Kalamazoo, MI, 49008
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 →Other Business ActivitiesSells Insurance
Justin is involved in insurance and retirement planning, but the details of his activities are not specified.
Employment History
Current Registrations
Southwest Michigan 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.