Samuel Henkel is a registered investment advisor at Capital Advisor Network, based in Grand Rapids, MI. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,153 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAN charges a quarterly fee for investment management services, calculated as a percentage of your account's average daily balance. The maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. The custodian will directly debit your account for the advisory fee, or you may pay it separately. If CAN uses a third-party money manager (TPMM), the total fee will not exceed 2.00% and includes CAN's portion and the TPMM's fee.
Location
2293 Schimperle Dr NE, Grand Rapids, MI, 49525
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Regulatory History (5)
Judgment / Lien
August 2020Judgment / Lien
July 2020Regulatory
December 2019Judgment / Lien
July 2019Judgment / Lien
June 2019Employment History
Current Registrations
Capital Advisor Network
Previous Registrations
Capital Advisor Network
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.