| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $2.0M | 0.01% |
| $2.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10M+ | 0.01% |
Fees negotiable for accounts above $10,000,000.
2910 Lucerne Drive Se, Grand Rapids, MI, 49546
Get directionsNo 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 →Connor owns Red Elk Tax Services, offering tax preparation, accounting, bookkeeping, and CPA services since 2019. He also serves as Chief Investment Officer and Portfolio Manager for Hungerford Financial, LLC, and Chief Investment Officer for Hungerford Wealth.