Levi Conner is a ChFC-designated registered investment advisor at Guidestream Financial, INC., based in Spring Arbor, MI. Levi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 836 clients with $220M 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 $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.70% |
| $1M+ | 0.55% |
Fees may be negotiable. Institutional clients have a different fee schedule. Several clients that engaged GuideStream Financial prior to June 30, 2023, have been grandfathered under a prior fee schedule.
Fee Estimator
Location
8050 Spring Arbor Road, Spring Arbor, MI, 49283
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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 →Employment History
Current Registrations
Guidestream Financial, INC.
State Registrations1 state
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