Mary Britenfeld is a registered investment advisor at Schwallier Wealth Management, based in Grand Rapids, MI, with 6 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 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
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
Mary works as a marketing consultant for Brite Ideation Group LLC and as an adjunct instructor at Lake Michigan College. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Schwallier Wealth Management
Previous Registrations
Mosaic Planners and Advisors
True Blue Financial, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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