Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, not to exceed 1.00% annually. Fees are negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance. Financial planning services are offered based on a negotiable fixed fee between $5,000 and $10,000 or an hourly fee of $400 per hour. Succession Planning Academy plans range from $1500 to $2000/year.
Areas of Practice
Advisor Information
Office location
29409 Haggerty Road, Suite 200, Novi, MI, 48377
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
Heather is a passive member in Lyon Family Associates, LLC, Lyon & Blunt Properties LLC, and Lyon Properties, all involved in real estate rental properties. She dedicates minimal time to these activities.