Henrickson Nauta Wealth Advisors, Inc., based out of Belmont, MI, is a leading local investment advisory firm dedicated to providing comprehensive wealth management services. With over 210 individual clients and a staggering $433,360,000 in assets under management, they have firmly established themselves as a trusted partner for affluent individuals seeking personalized financial solutions.
Although 401K and individual accounts represent less than 30% of their assets under management, Henrickson Nauta Wealth Advisors, Inc. possesses the expertise and capacity to effectively manage employer funds. Impressively, 95% of the assets they oversee are discretionary, demonstrating their clients' trust in their investment decisions.
With a team of 11 dedicated professionals, including 6 investment advisors, Henrickson Nauta Wealth Advisors, Inc. combines extensive experience and specialized knowledge to deliver superior advisory services. On average, each investment advisor manages approximately $72,230,000 in assets, which aligns with the industry average.
The firm's compensation structure is designed to cater to diverse client needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose the most suitable arrangement based on their preferences and financial goals.
Notably, Henrickson Nauta Wealth Advisors, Inc. boasts a team of seasoned advisors who have been instrumental in the firm's success. Jeffery Nauta, Tamara Snable, and Douglas Henrickson, among others, possess extensive industry knowledge and have consistently delivered exceptional results for their clients.
With a commitment to excellence and a focus on individualized wealth management, Henrickson Nauta Wealth Advisors, Inc. continues to be a respected presence in the financial advisory industry, empowering their clients to navigate the complexities of wealth management with confidence and success.