Henrickson Nauta Wealth Advisors, Inc.
Belmont, Michigan
5.0
2 Reviews
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 t...
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Assets Under Mgmt

$433.36M

Investment Professionals

6

Locations

0

% 401K & Individual

12%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Other: FAMILY OFFICE SERVICES
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