DL
CFP

David Alan Ladomer

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
36 advisors
Number of Clients
2,803 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.3B

Fee Structure

Hourly Rate:Up to $1,500/hr

Rehmann Wealth charges an annual fee based on a percentage of assets managed, assessed quarterly in advance. Fees vary between 0.00% and 2.50% based on the value of assets, the advisor, the type of service, and the client's relationship with the advisor. Financial planning and consulting services are offered for fixed or hourly fees (up to $1500/hour), or via a quarterly retainer. Some advisors may have minimum account sizes or quarterly fees. Fees may be negotiable on a case-by-case basis.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

4086 Legacy Parkway, Lansing, MI, 48911-4261

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Regulatory 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.

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Employment History
Current Registrations
Rehmann Wealth
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Plante Moran Financial Advisors
June 2015 - October 2019 · 4 yrs 4 mos
State Registrations2 states
FLMI
Advisor
Exams
No exam information available for this advisor.
David Alan Ladomer - Financial Advisor | AdvisorDiscover