Fee-OnlyFinder

% of assets managed in Ada, MI

4 advisers in Ada offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

Calder Financial Group7504 Thornapple River Dr. Se · Ada, MI 49301 · (616) 235-2442 · Financial planningCRD 143973 · % of assets, Hourly charges, Fixed fees · $297.0 million AUMSEC registeredNo commissions reportedCambient Family Office, LLC4690 E. Fulton Street, Suite 203 · Ada, MI 49301 · (616) 330-2270 · Financial planningCRD 335128 · % of assets, Fixed fees · $857.9 million AUMSEC registeredNo commissions reportedUSA Financial Formulas Corporation6020 East Fulton Street · Ada, MI 49301 · (888) 407-8198 · % of assets managedCRD 139987 · % of assets · $534.4 million AUMSEC registeredNo commissions reportedValor Wealth Group, LLC7163 Headley St Se, Ste B · Ada, MI 49301 · (616) 314-5928 · Financial planningCRD 337746 · % of assets, Hourly charges, Fixed fees · $42.4 million AUMState registeredNo commissions reported