Charles Ybema is a registered investment advisor at Arcadia Investment Management CORP, based in Kalamazoo, MI, with 14 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 91 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of $5,000 per family relationship. Fees may be negotiable.
Fee Estimator
Location
161 East Michigan Ave, Ste 500, Kalamazoo, MI, 49007
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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
Charles is the sole managing member of Lafayette Creamery, an ice cream production and retail shop, dedicating about half of his time to operational and managerial duties. He also manages 1757 Properties, a leasing company, spending minimal time on it.
Employment History
Current Registrations
Arcadia Investment Management CORP
Previous Registrations
Gimbal Capital Management
Morgan Stanley
J. P. Morgan Securities INC.
Jpmorgan Securities INC
Wachovia Securities, LLC
State Registrations4 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.