Kristen Schukow is a registered investment advisor at Midwest Capital Advisors, LLC, based in Grand Rapids, MI, with 2 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 5 more. Their firm serves 337 clients with $1.4B 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Minimum annual fee of $5,000 applies. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
688 Cascade West Parkway Se, Grand Rapids, MI, 49546
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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
Kristen works as a trainer and coach for Opportunity Thrive, providing wellness coaching to educators. This non-investment-related activity requires minimal time commitment.
Employment History
Current Registrations
Midwest Capital Advisors, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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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