Adam Schwallier is a CFP-designated registered investment advisor at Schwallier Wealth Management, based in Grand Rapids, MI, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 284 clients with $170M 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 $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,001. The firm generally does not accept household account balances lower than $500,000. The fee on household account balances with a value lower than $500,000 is negotiated and generally does not exceed 1.5%.
Fee Estimator
Contact
Adam Schwallier
Location
535 Cascade West Parkway 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
Adam owns several LLCs (Tremont Holdings, Dick David, Chevalier Holdings, Chevalier Holdings 2, and Chevalier Holdings 3) that own commercial and agricultural real estate. He spends minimal time on these activities.
Employment History
Current Registrations
Schwallier Wealth Management
Previous Registrations
Mosaic Planners and Advisors
Steele Capital Management, INC.
Morgan Stanley
State Registrations2 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.
Exams
Additional Information
· Investment Committee Chair, Holy Spirit Education Foundation