RC
Robert Cappelli
Grand Wealth Management
Grand Rapids, MI
FINRA VerifiedFiduciary
RC
Grand Wealth Management
Grand Rapids, MIEst. 2006
Firm Details
Experience
20 yrs
AUM
$2.1B
Minimum
$2M
Fee Type
Fee-Only
Specialties
Wealth ManagementRetirement PlanningTax Planning
Certifications & Licenses
FiduciaryCFPAIFCPA/PFS
Regulatory Information
FINRA Verified
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%
Account minimum: $250K (negotiable)
Comprehensive Financial Plan
$5Kone-time
Hourly Consultation
$250 - $354per hour
Work History
Grand Wealth ManagementCurrent
Managing Director / Financial Advisor
May 2016 - Present10 years
Wells Fargo Advisors
Senior Financial Advisor
Apr 2009 - Mar 20166 years
LPL Financial
Financial Advisor
Apr 2006 - Mar 20092 years
Other Business Activities
This advisor is also engaged in the following business activities:
insurance agent
Licensed to sell life insurance and annuities
Compensation: Commissions
accountant
Certified Public Accountant (CPA)
Compensation: Fees
Office Locations
Grand Wealth Management
PrimaryGrand Rapids, MI
Key Team Members
RC
Robert Cappelli
Financial Advisor
Reviews
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Key Team Members
RC
Robert Cappelli
Financial Advisor
Office Locations
Grand Wealth Management
PrimaryGrand Rapids, MI
Reviews
Leave a ReviewNo reviews yet
Be the first to review