Henrickson Nauta Wealth Advisors offers personalized wealth management, investment advisory, and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. Henrickson Nauta Wealth Advisors creates a customized financial plan for each client and then manages their investment portfolio using mutual funds, exchange-traded funds, individual stocks, and bonds based on the client's goals and risk tolerance. The firm primarily follows a long-term investment strategy using modern portfolio theory. In addition to core wealth management, Henrickson Nauta Wealth Advisors provides retirement planning, tax planning and preparation, estate planning coordination, education savings strategies, and specialized services such as family office support and business succession planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
Fees may be negotiable at the sole discretion of the firm.