KB

Kristopher Mitchell Burak

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
36 advisors
Number of Clients
2,803 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.3B

Fee Structure

Hourly Rate:Up to $1,500/hr

Rehmann Wealth charges an annual fee based on a percentage of assets managed, assessed quarterly in advance. Fees vary between 0.00% and 2.50% based on the value of assets, the advisor, the type of service, and the client's relationship with the advisor. Financial planning and consulting services are offered for fixed or hourly fees (up to $1500/hour), or via a quarterly retainer. Some advisors may have minimum account sizes or quarterly fees. Fees may be negotiable on a case-by-case basis.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

4086 Legacy Parkway, Lansing, MI, 48911-4261

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Kristopher provides investment advice to clients at Rehmann Financial, oversees rental property, and is a registered rep with Rehmann Financial Network, LLC. Kristopher is also a licensed insurance producer with Rehmann Insurance Group and serves on the board of two non-profit organizations.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
January 2017 - Present · 9 yrs
Rehmann Wealth
July 2010 - Present · 15 yrs 6 mos
Previous Registrations
Royal Alliance Associates, INC. Broker
February 2010 - December 2017 · 7 yrs 10 mos
Triad Advisors, INC.Broker
August 2008 - February 2010 · 1 yr 6 mos
Cambridge Group Investments, Ltd.Broker
May 2002 - January 2007 · 4 yrs 8 mos
State Registrations10 states
AZCAFLILINMEMINYOHRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kristopher Mitchell Burak - Financial Advisor | AdvisorDiscover