Brett Bauman is a CFP-designated registered investment advisor at Hungerford Financial LLC, based in Grand Rapids, MI, with 8 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 317 clients with $380M 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 | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts above $10,000,000. Minimum annual management fee of $1,200 per account.
Fee Estimator
Location
2910 Lucerne 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
Brett uses three DBAs (Hungerford Financial, Hungerford Financial, and Hungerford Wealth) for marketing purposes as a wealth advisor. These activities are investment-related.
Employment History
Current Registrations
Hungerford Financial LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations4 states
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