Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on the market value of assets under management, up to 2.99% annually. Clients may also pay a platform fee of up to 0.25% annually for wrap fee accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually. Financial planning is billed hourly (up to $400/hour) or as a fixed engagement. Retirement plan advisory fees are up to 1% annually or a fixed rate.
Areas of Practice
Advisor Information
Office location
25 N. Main Street, Mount Clemens, MI, 48043
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.
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Zachary is the Corporate Safety Director at De-Cal, Inc., an industrial construction company, spending nearly full-time ensuring OSHA compliance. He also owns Divine Safety, LLC, a safety consulting firm, dedicating about 10-20% of his time to auditing construction projects for OSHA compliance.