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 and vary depending on the service (Asset Management, Wealth Management, or Comprehensive Wealth Management) and the investment strategy (Conservative, Balanced, or Growth). Fees are billed quarterly in advance. For accounts over $15,000,000, fees are negotiable. Retirement Plan Consulting fees will not exceed 1.00% of plan assets. Third-party manager fees are separate. Clients also incur transaction fees charged by their custodian. The firm targets clients with at least $100,000 in investable assets.
Areas of Practice
Advisor Information
Office location
22260 Haggerty Road, Suite 160, Northville, MI, 48167
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.
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Thomas is the CEO of Sequoius, LLC, a marketing and advertising company, since March 2020. He spends a few hours per week on marketing supplements and assisting with advertising.