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 - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be up to 2.00% for clients with substantial planning needs.
Fee Estimator
Asset Management fees are a maximum of 2.00%. Comprehensive Portfolio Management fees are tiered based on assets under management (see table). Business Consulting and Financial Planning & Consulting are charged hourly ($400/hour) or flat fees (up to $100,000 and $15,000 respectively). Retirement Plan Consulting is billed on a flat fee or percentage of plan assets basis (fees not exceeding $15,000 or 1.00% respectively). Fees are negotiable and deducted from your account. Adjustments are made for deposits/withdrawals over $100,000.
Areas of Practice
Advisor Information
Office location
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI, 48302
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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