Advisor at GuideStream Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GuideStream Financial, Inc.
Location
Spring Arbor, MI 49283
Credentials
Series 65
Industry experience
3 years
Jennifer De Biasi is a Series 65-licensed financial advisor with GuideStream Financial, Inc. in Spring Arbor, MI, where she has worked since 2021. She has three years of industry experience and is part of a five-advisor team. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities such as endowments, charities, and churches. The firm focuses on long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services.
Financial planning and consulting fees generally range from $800 to $7,500, negotiable
$0 - $250,000: 1.15% $250,001 - $500,000: 1.00% $500,001 - $750,000: 0.85% $750,001 - $1,000,000: 0.70% $1,000,001+: 0.55%
Normally $300 per hour for stand-alone financial planning and consulting services
Account minimum: $25,000 for retail clients; $2,000,000 for Institutional Clients Minimum fee: Annual minimum fee of $250 for retail clients
8050 Spring Arbor Road
Spring Arbor, MI 49283
Michigan · Texas
GuideStream Financial
2021 - Present (5 years)
Unemployed
2006 - 2021 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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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GuideStream Financial, Inc.
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