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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee.
Fee Estimator
For individual clients, investment advisory fees are based on assets under management: 1.0% of the first $500,000, 0.8% of the next $500,000, and 0.65% for amounts over $1,000,000. Households with under $200,000 in assets are subject to an additional service fee: $40 between $1,000 - $10,000, $50 between $10,000 - $50,000, or $100 between $50,000 - $200,000. A minimum annual fee of $1,500 applies for management of a company's retirement plan.
Areas of Practice
Advisor Information
Office location
One Towne Square, Suite 444, Southfield, MI, 48076
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is a self-employed farmer raising grain crops since 2010. This seasonal activity takes about 20% of his time in the spring and fall and is not investment-related.