Graetz Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$158,200,000
Total clients
316
16% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
105
Average account size
$500,633
About
Graetz Wealth serves individual clients, including high-net-worth individuals, and provides discretionary portfolio management, complementary financial planning for portfolio clients, and retirement plan consulting to plan sponsors. The firm manages client accounts through qualified custodians and tailors investment strategies to each client’s objectives and risk tolerance.
The firm’s investment approach begins with asset allocation and can combine passive and tactical strategies, using both fundamental and technical analysis to construct and rebalance portfolios. Graetz Wealth also uses third‑party model tools — including model portfolios and buy/sell signals from a model-provider platform — while retaining full discretionary authority to implement trades.
What is distinctive about Graetz Wealth is that its advisers may be licensed insurance agents who can recommend insurance products and receive commissions, a relationship the firm discloses and says it seeks to mitigate through policies and client choice. The firm also discloses operational affiliations: the managing member has an ownership interest in a model‑portfolio service the firm uses, and the firm maintains a close custodial relationship with a broker-dealer that provides technology and economic benefits, all of which are disclosed as potential conflicts of interest.
Client services
Expertise
Fee options
Up to 2.00% annually (maximum annual management fee, negotiable)
Main office location
Graetz Wealth
501 Baldwin Street, Suite 207
Jenison MI 49428, United States
Number of offices
1
Most active in
California · Colorado · Florida · Illinois · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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