Ryan Deters is a CFP-designated registered investment advisor at Grand Wealth Management, LLC, based in Grand Rapids, MI, with 5 years of industry experience. Ryan 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
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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
Ryan is the proprietor of Deters Property Management LLC, a real estate business, spending minimal time on bookkeeping and tax coordination. He also serves as Board Vice President and Director for South Haven Vacation Rental Alliance, dedicating minimal time to supporting the president, data gathering, and member communication.
Employment History
Current Registrations
Grand Wealth Management, LLC
Previous Registrations
Fiduciary Financial Advisors
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
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