Advisor at Fiduciary Financial Advisors
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Firm
Fiduciary Financial Advisors
Location
Grand Rapids, MI 49503
Credentials
Series 65, Series 66
Industry experience
6 years
Andrew Wessell is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 65 and Series 66 licenses with six years of industry experience. His prior roles include positions at Crowe and Kid's Food Basket. He serves as Treasurer for Camp Blodgett, a nonprofit organization. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and multiple analytical approaches, offering customized portfolios and independent sub-advisory solutions, including services for multi-generational family accounts and private alternative funds.
Based on Fiduciary Financial Advisors
Based on Fiduciary Financial Advisors
Outsourced CFO services range from $7,200 to $50,000 annually, charged as fixed fees; initial up-front fee charged separately, negotiable.
Under $2,000,000 - $2,000,000: Up to 0.95% $2,000,001 - $5,000,000: Up to 0.90% $5,000,001 - $10,000,000: Up to 0.75% $10,000,001 - $50,000,000: Up to 0.55% $50,000,001 - $150,000,000: Up to 0.35% Over $150,000,000+: Up to 0.15%
Financial planning up to $500 per hour.
Minimum fee: Professional Trustee Services minimum annual fee: $10,000 Fee-only: Financial planning services charged as fixed fees up to $100,000 or hourly fees up to $500/hour; fees negotiable.
124 Fulton St. East, Suite 200
Grand Rapids, MI 49503
Michigan · Texas
Fiduciary Financial Advisors
2021 - Present (5 years)
Kid's Food Basket
2017 - 2020 (3 years)
Crowe
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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