LaFleur & Godfrey Private Wealth Management

Retirement Planning Firm in Kent County, MI

Firm Info
Address: 625 Kenmoor Ave SE Suite 209, Grand Rapids, MI 49546, USA
Phone: (616) 942-1580

Firm Size
Assets Under Management: $906.9 million
# of Advisors: 2
# of Clients: 755
Client to Advisor Ratio: 378:1
Average Account Size: $1.2 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Lafleur & Godfrey Private Wealth Management Overview

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT is a fee-based Registered Investment Advisory Firm based in Grand Rapids, MI. With its establishment in 2013, this firm has been providing comprehensive financial planning, investment advice, and portfolio management services to its clients. The firm also sells additional financial products to help its clients manage their wealth effectively. The firm's services are designed to serve individuals, small businesses, and institutional clients. LAFLEUR & GODFREY's team of experienced financial advisors helps clients with portfolio management, investment advisory, and pension consulting services. Whether you're an individual or a corporation, the firm has solutions to help you meet your financial goals and objectives. In addition to its core services, LAFLEUR & GODFREY also offers Credit and Cash Management Solutions. This service helps clients to better manage their cash flow, improve their credit score, and develop strategies to reduce their debt. With this service, the firm offers personalized solutions that can help clients meet their short-term and long-term financial needs. Overall, LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT is an experienced financial firm that provides comprehensive investment advice and financial planning to its clients. With its team of experienced financial advisors and its range of services, the firm is a great choice for individuals, small businesses, and institutional clients looking for expert financial advice.

(assets under management) fixed fee hourly rate performance-based fee LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT caters to a diverse range of clients from various business entities and individual backgrounds. The firm's expertise and services cater to the needs of individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not explicitly listed. Clients can expect tailored financial planning and management to meet their unique goals and objectives. LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT offers a range of fee structures for its services, depending on the type of service provided. Depending on the client's preferences and requirements, they can choose from percentage of AUM (assets under management), a fixed fee, hourly rate, or performance-based fee structures. These fee structures ensure that the clients have options that best suit their individual needs and financial objectives. Under the percentage of AUM model, the firm charges a fixed percentage of the assets they manage for the client. On the other hand, a fixed fee is an unchanging cost for services provided. An hourly rate fee model charges a fixed fee for the number of hours spent providing the service, while the performance-based fee is based on the achievement of a specific goal. Clients can expect transparency and tailored services geared towards achieving their financial objectives.

Typical Clients, Fee Structures & Investment Minimum

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT does not have a formal investment minimum according to their Part 2 Brochure. However, the firm reserves the right to decline clients engagements that do not fit with their investment strategies.

How This Office Can Help Kent County, MI Residents

LaFleur & Godfrey Private Wealth Management provides comprehensive financial planning and investment management services to clients in Kent County, MI. They understand that financial situations can vary greatly among individuals and families, which is why they offer personalized solutions that are tailored to each client's unique needs and goals. For individuals living in Kent County, MI, they may be facing challenges such as saving for retirement, paying off debt, financing a child's education, or managing a small business. LaFleur & Godfrey Private Wealth Management can assist with all of these challenges by creating a financial plan that takes into account their specific financial situation and goals. This may include developing investment strategies, setting up retirement accounts, creating a debt payoff plan, or providing financial advice for business owners. With their expertise and guidance, clients in Kent County, MI can gain peace of mind knowing their financial future is in good hands.

To view the Minimum Investment and Fee Schedule for Lafleur & Godfrey Private Wealth Management, visit their Part 2 Brochure.

Services Offered by Lafleur & Godfrey Private Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Lafleur & Godfrey Private Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 625 Kenmoor Ave SE Suite 209, Grand Rapids, MI 49546, USA
Phone (616) 942-1580
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Lafleur & Godfrey Private Wealth Management is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Illinois
  • Louisiana
  • Michigan
  • Texas

Disciplinary History

Lafleur & Godfrey Private Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.