MG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$250K
Financial Plan Fee:$1,500 - $100,000
Hourly Rate:$150 - $500/hr
Investment management fees range from 0.65% to 1.85% annually, depending on the advisor, client type, and complexity. Fees are negotiable. Financial planning and consulting services are offered at $150-$500 per hour or a fixed fee of $1,500-$100,000, also negotiable. Retirement plan advisory fees range from 0.20% to 1.00% annually or a flat rate between $4,000 and $50,000.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Advisor Information
Office location
Ada, MI
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
Bay Colony Advisors
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
The Patriot Financial Group, LLC
September 2023 - December 2023 · 3 mos
Advice and Planning Services
March 2018 - September 2023 · 5 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLC Broker
March 2018 - September 2023 · 5 yrs 6 mos
Strategic Advisers, INC.
February 2008 - June 2017 · 9 yrs 4 mos
Fidelity Brokerage Services LLCBroker
September 2007 - June 2017 · 9 yrs 9 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.