Jerry Love is a CFP-designated registered investment advisor at Arcadia Investment Management CORP, based in Kalamazoo, MI, with 22 years of industry experience. Jerry 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
259 E. Michiagn Avenue, Suite 308, 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
Jerry is a sole proprietor offering financial planning, estate planning, tax work, and trustee services to a limited number of clients. Investment considerations are a component of the services provided, but require a negligible amount of time during trading hours.
Employment History
Current Registrations
Arcadia Investment Management CORP
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.