Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees may be negotiable in certain circumstances.
Fee Estimator
You'll pay an annual fee based on the value of your managed accounts (see rates in table). For example, a $2 million portfolio would cost $19,000 per year. The minimum annual fee is $5,000. Fees are billed quarterly, in arrears, based on the end-of-quarter value of your account(s). Fees may be negotiable in certain circumstances. You may also incur fees charged by custodians, brokers, and third-party investment managers.
Areas of Practice
Advisor Information
Office location
255 South Old Woodward Ave., Suite 310, Birmingham, MI, 48009-6615
Get directionsRegulatory History
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