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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be up to 2.00% for clients with substantial planning needs.
Fee Estimator
Asset Management fees are a maximum of 2.00%. Comprehensive Portfolio Management fees are tiered based on assets under management (see table). Business Consulting and Financial Planning & Consulting are charged hourly ($400/hour) or flat fees (up to $100,000 and $15,000 respectively). Retirement Plan Consulting is billed on a flat fee or percentage of plan assets basis (fees not exceeding $15,000 or 1.00% respectively). Fees are negotiable and deducted from your account. Adjustments are made for deposits/withdrawals over $100,000.
Areas of Practice
Advisor Information
Office location
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI, 48302
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 ActivitiesSells Insurance
Jeffrey sells non-variable insurance products, including life insurance, long-term care insurance, health insurance, and fixed annuities, dedicating about 10-20% of his time to this. He also teaches financial classes, spending minimal time on this activity.