John Gunther is a registered investment advisor at Measured Strategies LLC, based in Ada, MI, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 12 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Measured Strategies manages your investment portfolio for a fee based on the types of assets in your portfolio. The fee is calculated daily and deducted monthly. There are three portfolio asset allocation strategies, each with its own fee schedule:
- Fixed Income Focused Portfolio:
- $0 - $500,000: 0.60%
- $500,001 - $1,000,000: 0.40%
- $1,000,001 - $2,000,000: 0.30%
- $2,000,001 - $5,000,000: 0.20%
- Above $5,000,000: 0.10%
- Mixed Allocation Portfolio:
- $0 - $500,000: 1.13%
- $500,001 - $1,000,000: 0.75%
- $1,000,001 - $2,000,000: 0.56%
- $2,000,001 - $5,000,000: 0.38%
- Above $5,000,000: 0.19%
- Equity Focused Portfolio:
- $0 - $500,000: 1.50%
- $500,001 - $1,000,000: 1.00%
- $1,000,001 - $2,000,000: 0.75%
- $2,000,001 - $5,000,000: 0.50%
- Above $5,000,000: 0.25%
Location
Ada, MI
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Regulatory History
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Current Registrations
Measured Strategies LLC
State Registrations3 states
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