Exchange Street Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,037,779
Clients
54
Advisors
2
of 2 employees
About
Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, and also offers model portfolio services to plan sponsors. Like many investment managers, the firm charges asset‑based advisory fees for portfolio management while also handling some non‑discretionary legacy holdings.
The firm documents client objectives and constraints in an Investment Policy Statement, manages accounts on a discretionary basis, and emphasizes diversification using ETFs, mutual funds, individual stocks, certificates of deposit and bonds, applying fundamental analysis and modern portfolio theory with a long‑term trading orientation. Exchange Street describes itself as a fiduciary, seeks fair allocation of investment opportunities among clients, and will, in certain circumstances, act as an ERISA fiduciary or investment manager for plan sponsors’ portfolio models.
What is distinctive for a firm in this category is the explicit probate and executor support offered as a billed hourly service, combined with ongoing portfolio management and financial counseling for heirs after estate settlement, and the availability of standalone flat‑fee financial planning separate from asset management. The firm also requires clients to use designated custodians for execution and custody, does not participate in wrap‑fee programs, and discloses policies intended to mitigate conflicts of interest in personal trading and allocation.
Client services
Fee options
$1,500 flat fee for financial planning if only financial planning services are used
$0 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.9% $2,500,001 - $5,000,000: 0.8% $5,000,001 - $10,000,000: 0.7% $10,000,001 - Negotiable: Negotiable
$100 to $300 per hour for Probate and Executor Support Services
Main office
102 E. Exchange Street
Spring Lake MI 49456
Advisors at this office
2
Most active in
Michigan
Also doing business as
Exchange Street Capital · Exchange Street Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jennifer B
Series 65
Spring Lake, MI
Exchange Street Capital
Jennifer Boodt is a financial advisor at Exchange Street Capital with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked for Spring Lake Public Schools for 24 years. Outside of her advisory role, she is the owner and artist of CreativeTherapy, a craft and art sales business. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification and long-term trading using ETFs, mutual funds, stocks, and bonds, and offers unique probate and executor support alongside ongoing financial counseling.
Melanie M
Series 66, Series 65
Spring Lake, MI
Exchange Street Capital
Melanie Meyer is a financial advisor at Exchange Street Capital with 12 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Braeburn Wealth Management for 12 years. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification, fundamental analysis, and modern portfolio theory with a long-term trading approach while also offering standalone financial planning and specialized probate support.
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