Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory fees are up to 3% annually, determined at engagement and negotiable. A one-time financial wellness fee of $500 is assessed to open an account, also negotiable. Financial planning fees are fixed at $250 or higher, depending on complexity. Hourly fees range from $150 to $250. Retirement planning seminars are free. Clients are responsible for third-party fees like custodian and transaction fees.
Areas of Practice
Advisor Information
Office location
18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075
Get directionsRegulatory History (5)
Judgment / Lien
May 2021Financial
September 2018Financial
March 2017Customer Dispute
December 2016Customer Dispute
October 1997Other Business ActivitiesSells Insurance
Craig is an agent at Financial Wealth Solutions Inc, supporting the growth of the financial services business, dedicating a few hours per week. He also works as an insurance agent at 1st Consumer Insurance Agency Inc. and as an Investment Advisor Representative at ELE Advisory Services, Inc., each taking about a quarter of his time.