Stacie Schenden is a registered investment advisor at Personal Legacy Planners, based in Grand Rapids, MI, with 1 years of industry experience. Stacie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.70% |
| $250K+ | 1.00% |
The annual fee includes the Third-Party Adviser’s maximum annual fee of 0.50%. The fees are negotiable.
Fee Estimator
Location
961 Four Mile Road Nw, Suite B, Grand Rapids, MI, 49544-8252
Get directionsHistory
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 ActivitiesSells Insurance
Stacie is an insurance agent for PLP Services, LLC d/b/a Retirement Lifestyle Advocates, selling wholesale fixed life and annuity products since July 2024. This activity takes about half of her time.
Employment History
Current Registrations
Personal Legacy Planners
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.