BB
CFA
BB
CFA

Brandon Bajema

4 Years of Experience
Grand Rapids, MI

Brandon Bajema is a CFA-designated registered investment advisor at Red Cedar Investment Management, based in Grand Rapids, MI, with 4 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
24 clients
Average Client Portfolio
$82.6M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Red Cedar charges a fee based on a percentage of the value of the client's account. The specific percentage varies depending on the composite and the amount of assets. For example, the standard fee schedule for institutional clients is 0.45% annually for assets $25,000,000 and below, 0.40% for assets between $25,000,001 and $50,000,000, and 0.35% for assets $50,000,001 and greater. Fees are negotiable at Red Cedar's discretion.

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Location

333 Bridge Street Nw, Suite 601, Grand Rapids, MI, 49504

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Red Cedar Investment Management
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.