AISG's annual fees for investment advisory services generally range from 0.75% to 2.5% of assets under management, but are negotiated based on factors like total assets, scope of engagement, and investment style. A minimum of $2,500 in assets under management is required, but this may be negotiable. Financial planning fees range from $50 to $250 per hour or $100 to $4,000 on a fixed-fee basis. Third-party estate planning services are available for separate fees.
2150 Butterfield Dr Ste 200, Troy, MI, 48084
Get directionsBradley owns Monaco Properties LLC (rental property), Lott Wealth Management LLC, and North Financial LLC, but spends no time on these activities. Bradley is also a licensed insurance agent selling life, variable annuity, and accident/health insurance, dedicating a few hours per week to this activity.