Firm
Investment Initiatives
Ludington, Michigan
Fee-only
Investment Initiatives at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 24 individual clients, 8 of them high net worth.
- Its average account is about $361,000 (assets it manages divided by its 72 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ludington, Michigan |
|---|---|
| Phone | (800) 763-5763 |
Investment Initiatives fees
Investment Initiatives 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 |
|---|---|
| Assets managed | $26 million |
| Individual clients | 16 |
| High-net-worth clients | 8 |
| Accounts managed | 72 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 170334 |