Grand Wealth Management

Retirement Planning Firm in Kent County, MI

Firm Info
Address: 333 Bridge St NW Ste 800, Grand Rapids, MI 49504, USA
Phone: (616) 451-4228

Firm Size
Assets Under Management: $582.3 million
# of Advisors: 7
# of Clients: 688
Client to Advisor Ratio: 98:1
Average Account Size: $846,405
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Grand Wealth Management, LLC Overview

Grand Wealth Management, LLC is a registered investment advisory firm that has been providing investment advice only to individuals and small businesses since 2004. Based in Grand Rapids, Michigan, the firm operates on a fee only basis and offers financial planning services and portfolio management for both individuals and small businesses. Additionally, Grand Wealth Management, LLC also provides pension consulting services and can assist businesses or institutional clients with portfolio management as well. As a fee only advisory firm, Grand Wealth Management, LLC does not earn commission on any investments or financial products, ensuring that their advice is always objective and unbiased. The firm's focus is on creating customized investment strategies based on the unique needs and goals of each client. This personalized approach allows Grand Wealth Management, LLC to offer tailored solutions that are designed to help clients achieve their financial objectives. Grand Wealth Management, LLC also has experience working with outside advisors and can assist clients in selecting other advisors as needed. With their extensive knowledge of the investment industry and their commitment to providing excellent service, Grand Wealth Management, LLC is a reliable partner for anyone seeking expert investment advice.

GRAND WEALTH MANAGEMENT, LLC caters to a wide range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. With a diverse client base, the company is capable of providing personalized financial solutions tailored to each client's unique needs. From planning for retirement to managing wealth, GRAND WEALTH MANAGEMENT, LLC helps clients achieve their goals by offering expert advice and guidance. GRAND WEALTH MANAGEMENT, LLC offers a range of fee structures depending on the service provided. Clients can choose to pay a percentage of their assets under management (AUM), which is a common fee structure used by many wealth management firms. Alternatively, hourly fees or fixed fees may be more suitable depending on the individual client's needs and requirements. Hourly fees are typically charged for specific services, such as financial planning or consultation, while fixed fees may be charged for ongoing management of assets or investment portfolios. The flexibility offered by these different fee structures ensures that clients can choose the arrangement that best works for them, allowing them to access valuable financial advice and support without experiencing major financial strain. Overall, GRAND WEALTH MANAGEMENT, LLC is committed to providing exceptional value and outstanding service to its clients, no matter their financial situation or investment objectives.

Typical Clients, Fee Structures & Investment Minimum

According to GRAND WEALTH MANAGEMENT, LLC's Part 2 Brochure, there is no mention of an investment minimum. Therefore, it is unclear what the investment minimum is for this firm.

How This Office Can Help Kent County, MI Residents

Grand Wealth Management is committed to providing financial advice and guidance to clients living in Kent County, MI. The firm offers comprehensive financial planning services, customized investment management, and retirement planning, all tailored to the specific needs and goals of each client. Kent County residents face a variety of financial challenges, including managing debt, funding their children's education, and saving for retirement. With Grand Wealth Management, clients can receive personalized advice on how to overcome these challenges and achieve their financial objectives. The firm's team of experienced advisors can help clients create a financial plan that takes into account their unique needs, goals, and risk tolerance. Additionally, Grand Wealth Management offers ongoing investment management services to help clients build and manage their portfolios over time. By partnering with Grand Wealth Management, clients in Kent County can gain the peace of mind that comes with having a comprehensive approach to their financial well-being.

To view the Minimum Investment and Fee Schedule for Grand Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Grand Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Grand Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 333 Bridge St NW Ste 800, Grand Rapids, MI 49504, USA
Phone (616) 451-4228
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Grand Wealth Management, LLC is registered to service clients in the following states:

  • Florida
  • Michigan
  • Texas
  • Virginia

Disciplinary History

Grand Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.