Acrisure Asset & Wealth Management, LLC

CRD#323207
Investment Advisor Firm

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Learn more about Acrisure Asset & Wealth Management, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Acrisure Asset & Wealth Management, LLC is a financial advisor firm headquartered in Grand Rapids, Michigan. The firm has a small group, including 1 financial advisor. Acrisure Asset & Wealth Management, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as options, bonds and stocks.



    The company's main office is located at 100 Ottawa Ave Sw, Grand Rapids, Michigan 49503-5087. The company is allowed to provide services to investors across 18 U.S. states and territories.

    Editorial note: In some instances, firms can file as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the available information for Acrisure Asset & Wealth Management, LLC. Please visit the SEC website for more information at https://www.sec.gov

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    100 Ottawa Ave Sw
    Grand Rapids, MI 49503-5087

    Acrisure Asset & Wealth Management, LLC by the Numbers

    Total Number of Employees

    3

    National Average: 64
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    Products and Services

    Services provided by Acrisure Asset & Wealth Management, LLC can include selection of other advisers. It is not engaged in selling products or offering services apart from investment advice to its investment advisory accounts. The company is also affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial management typically are based on which service is provided. Fees charged by the firm typically consist of non-traditional fee structures. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.

    Available

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

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      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

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      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Disclosures

    Acrisure Asset & Wealth Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Acrisure Asset & Wealth Management, LLC

    Joel Brusk
    Grand Rapids, MI

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    The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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