Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Portfolio management fees are negotiable and depend on the subadvisor selected. Fees are paid quarterly in advance or monthly/quarterly in arrears. Financial planning fees are up to $10,000 as a fixed fee or up to $250/hour for advisor time and $100/hour for administrative time. There is a $5,000 account minimum, which may be waived.
Areas of Practice
Advisor Information
Office location
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
Get directionsRegulatory History (1)
Customer Dispute
September 2017Other Business ActivitiesSells Insurance
Jeffrey works as an Investment Advisor Representative for FSA Advisors and dedicates about half his time to this role. He also works as an Insurance Agent for Financial Services of America, spending about a quarter of his time on insurance sales, and is President of J.D. Medvedik & Associates, spending a few hours per week on this S Corp.