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
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
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
John works as an insurance agent selling life insurance and fixed/indexed annuities, dedicating about a quarter of his time. He also provides investment advisory and financial planning services, taking about two-thirds of his time, and sells health insurance for commission, spending a few hours per week.