James Klunder is a registered investment advisor at Centennial Securities Company INC, based in Grand Rapids, MI, with 36 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,691 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centennial Securities offers investment management services where fees are based on the value of your portfolio. The specific fee is disclosed in your Investment Management Agreement, and may be negotiable. The standard fee schedule is:
- Under $500,000: 0.75% – 2.00% per year
- $500,000 – $1,000,000: 0.50% – 1.75% per year
- Over $1,000,000: 0.25% – 1.50% per year
Fees are billed and paid quarterly in advance, based on the value of your account at the end of the previous quarter.
Location
3075 Charlevoix Drive Se, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James provides education and guidance to employees of 401k plans, spending a few hours per week on this activity. He is also a co-trustee on the Goodale 2009 Generational Trust, dedicating minimal time and receiving compensation for his role.
Employment History
Current Registrations
Centennial Securities Company INC
Centennial Securities Company, INC.Broker
Previous Registrations
Centennial Securities Company, INC.Broker
Royal Securities CompanyBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.