Mark Rougas is a CFP-designated registered investment advisor at Grand Wealth Management, LLC, based in Grand Rapids, MI, with 4 years of industry experience. Mark 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
Mark operates Planscape LLC, a non-investment-related financial planning business, dedicating minimal time to it. He also works as a consultant for Campbell Wealth Advisors LLC, focusing on data entry and report preparation for prospective clients.
Employment History
Current Registrations
Grand Wealth Management, LLC
State Registrations1 state
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Exams
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