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
CFP®, Series 65
Industry experience
3 years
Ridge Foco is a CFP® and Series 65-licensed advisor at GuideStream Financial, Inc. with three years of industry experience. Prior to joining GuideStream in 2022, he worked at Securian Financial Advisors of the Great Lakes and held roles at Spring Arbor University and the Christian Family Centre. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities, offering portfolio management, financial planning, and trustee services. The firm employs long-term purchase strategies primarily using mutual funds and ETFs and manages approximately $217 million across more than 800 client relationships.
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
GuideStream Financial, Inc.
2022 - Present (4 years)
Securian Financial Advisors of the Great Lakes
2021 - 2021 (1 year)
Spring Arbor University
2019 - 2022 (3 years)
Christian Family Centre
2017 - 2020 (3 years)
Mowed Lawns
2012 - 2019 (7 years)
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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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