BR
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
32 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$281K average
Assets Under Management
$439.6M
Fee Structure
Financial Planning:Included in AUM fee
Financial Plan Fee:$100 - $25,000
Hourly Rate:$100 - $300/hr
Investment management fees are negotiable, ranging from 0.50% to 2.00% annually based on portfolio composition and services selected. Fees are billed monthly in advance. Financial planning services are included in the AUM fee. Qualified plan consulting fees range from 0.05% to 0.75% of plan assets. Hourly rates for project-based services range from $100 to $300 per hour, and flat fees range from $100 to $25,000.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
8031 Ortonville Rd., Suite 170, Clarkston, MI, 48348
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Foguth Wealth Management, LLC.
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - August 2024 · 6 yrs 1 mo
Strategic Advisers LLC
March 2015 - July 2018 · 3 yrs 4 mos
Fidelity Brokerage Services LLCBroker
February 2015 - August 2024 · 9 yrs 6 mos
Waddell & Reed
April 2011 - January 2015 · 3 yrs 9 mos
Waddell & ReedBroker
February 2011 - January 2015 · 3 yrs 11 mos
Sigma Financial CorporationBroker
December 2007 - July 2010 · 2 yrs 7 mos
AXA Advisors, LLC Broker
July 2005 - December 2007 · 2 yrs 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.