Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual advisory fee is 2% of assets under management, billed quarterly. Financial planning fees range from $500 to $15,000, incorporating an hourly fee element of $350 per hour for complex situations. Hourly charges for advisory services or financial planning are up to $350. Fees are negotiable and tailored to the specific services provided. The firm requires either periodic contributions of at least $500/month or an initial deposit of at least $25,000 to open an account.
Areas of Practice
Advisor Information
Office location
33335 Grand River, Farmington, MI, 48336
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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
Chris is involved in several business activities, including short-term rental property management, bookkeeping for MiWEST Financial LLC, and working as an insurance agent for GLP & Associates selling life insurance and annuities. He also works as an Investment Advisor Representative (IAR) for Asset Allocation Strategies, LLC, dedicating about half of his time to this role.