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 $250K | 2.15% |
| $250K - $500K | 2.05% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.40% |
| $5M+ | 1.15% |
All fees are negotiable. These are the maximum annual asset-based advisory fees for non-inclusive accounts.
Fee Estimator
Fees vary depending on the service. Portfolio management fees are negotiable and based on managed assets. Financial planning fees are typically a flat fee up to $10,000 or an hourly rate up to $500 per hour, but may be higher for complex plans. Retirement plan consulting fees can be asset-based (up to 1.25%), fixed, or hourly. Subscription advisory services have a negotiable annual flat fee. Fees are negotiable and may vary among Advisory Representatives.
Areas of Practice
Advisor Information
Office location
Northville, MI
Get directionsRegulatory History (5)
Customer Dispute
March 2007Customer Dispute
November 2006Customer Dispute
September 2004Customer Dispute
November 2003Customer Dispute
September 2003Other Business Activities
Adam is a partner at Oakpoint Investment Partners, which is the DBA for his financial advisory business. All RIA activities are conducted through this DBA, taking up nearly full-time hours.