Ryan Deters is a CFP-designated registered investment advisor at Grand Wealth Management, LLC, based in Grand Rapids, MI, with 5 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 3 more. Their firm serves 164 clients with $530M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Wealth management services are designed for those with $2 million or more of investment assets. At their discretion, Grand Wealth Management may extend wealth management services to those who have less than $2 million of investment assets but who are on a path to reach $2 million or more at their targeted retirement date. For these emerging wealth management clients, a lower minimum quarterly fee of $1,875 will apply.
Fee Estimator
Location
333 Bridge Street Nw, Suite 800, Grand Rapids, MI, 49504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ryan is the proprietor of Deters Property Management LLC, a real estate business, spending minimal time on bookkeeping and tax coordination. He also serves as Board Vice President and Director for South Haven Vacation Rental Alliance, dedicating minimal time to supporting the president, data gathering, and member communication.
Employment History
Current Registrations
Grand Wealth Management, LLC
Previous Registrations
Fiduciary Financial Advisors
State Registrations1 state
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