Beau Redfield is a CFP-designated registered investment advisor at Blue Water Asset Management, based in Grand Rapids, MI, with 7 years of industry experience. Beau operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 879 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is negotiable.
Fee Estimator
Location
4120 E. Beltline Ave., Suite 100, Grand Rapids, MI, 49525
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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
Beau works as an intern at Redfield Financial Group LLC and as an IAR at Blue Water Asset Management. Both roles are investment-related and each take about half of Beau's time.
Employment History
Current Registrations
Blue Water Asset Management
State Registrations1 state
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