Financial Advisory Corporation provides comprehensive wealth management services that combine both investment management and financial planning. Founded in 1988 and based in Grand Rapids, Michigan, the firm works closely with individuals, high net worth families, non-profit organizations, and retirement plans. Financial Advisory Corporation focuses on building customized investment portfolios using an asset allocation strategy tailored to each client's individual risk tolerance and long-term goals. In addition to managing investments, the firm creates detailed written financial plans covering retirement planning, cash flow systems, tax summaries, estate planning information, and education funding. The firm operates as a registered investment advisor and acts in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | Included |
Assets over $100 million have custom fee schedules. Firm also offers an alternative net worth and investment fee method.
