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 - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Portfolio management fees are negotiable and depend on the subadvisor selected. Fees are paid quarterly in advance or monthly/quarterly in arrears. Financial planning fees are up to $10,000 as a fixed fee or up to $250/hour for advisor time and $100/hour for administrative time. There is a $5,000 account minimum, which may be waived.
Areas of Practice
Advisor Information
Office location
6900 Miller Dr, Warren, MI, 48092
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
Michael is an insurance agent with Financial Services of America and FSA Health, and receives commissions for insurance products through MVS Incorporated, taking about a quarter of his time for each. He also works as an Investment Advisor Representative with FSA Advisors, dedicating nearly full-time hours, and is involved in real estate services with Realty Solutions Group, LLC & Key Capital Partners, LLC DBA Dollars 4 Deeds and Cleare Realty Solutions Group, dedicating about 10-20% of his time and minimal time, respectively.