KV
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
215 East Big Beaver Rd., Suite 500/600, Troy, MI, 48083
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.
August 2024 - Present · 1 yr 5 mos
Previous Registrations
MML Investors Services, LLC
February 2024 - August 2024 · 6 mos
MML Investors Services, LLC Broker
February 2024 - August 2024 · 6 mos
Fisher Investments
November 2021 - June 2023 · 1 yr 7 mos
Calamos Financial Services LLCBroker
October 2018 - October 2021 · 3 yrs
Calamos Advisors LLC
October 2018 - October 2021 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - October 2018 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2014 - October 2018 · 4 yrs
State Registrations2 states
MIVA
Advisor
Exams
No exam information available for this advisor.