Adam Waleskowski
Adam Waleskowski is a registered investment advisor at Henrickson Nauta Wealth Advisors, INC., based in Belmont, MI, with 1 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 506 clients with $810M 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 | 1.85% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.45% |
Fees may be negotiable. Certain legacy clients may be engaged for similar services at a lower fee.
Fee Estimator
Location
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI, 49306
Get directionsHistory
Regulatory History (1)
Criminal
December 2006Other Business ActivitiesSells Insurance
Adam works as an insurance agent at Henrickson Nauta Insurance Advisors, LLC.
Employment History
Current Registrations
Henrickson Nauta Wealth Advisors, INC.
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.