Firm
Exchange Street Capital
Spring Lake, Michigan
Fee-only
Exchange Street Capital at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 54 individual clients, 6 of them high net worth.
- Its average account is about $217,000 (assets it manages divided by its 151 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Spring Lake, Michigan |
|---|---|
| Website | exchangestcapital.com |
| Phone | (616) 223-4616 |
Exchange Street Capital fees
Exchange Street Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $33 million |
| Individual clients | 48 |
| High-net-worth clients | 6 |
| Accounts managed | 151 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 9, 2026 |
| SEC record | CRD 333360 |