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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees negotiable for accounts over $5,000,000. The fee structure shown is for the Active Strategy. The Passive Strategy has lower fees: 1.0% on the first $1,000,000, 0.80% on $1,000,001-$3,000,000, and 0.60% on $3,000,001-$5,000,000.
Fee Estimator
This firm charges fees based on assets under management (AUM) for portfolio management services. For active strategies, the annual fee is 1.5% on the first $1,000,000, 1.35% on $1,000,001-$3,000,000, and 1.15% on $3,000,001-$5,000,000. For passive strategies, the annual fee is 1.0% on the first $1,000,000, 0.80% on $1,000,001-$3,000,000, and 0.60% on $3,000,001-$5,000,000. Fees are negotiable for amounts over $5,000,000. Financial planning services are provided on an hourly basis (up to $275/hour, minimum $550) or fixed fee basis ($550 to $10,000).
Areas of Practice
Advisor Information
Office location
39555 Orchard Hill Place, Suite 100, Novi, MI, 48375
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
Tristan works for Richard W. Paul & Associates, LLC as a Client Service Specialist and Insurance Agent, assisting in servicing annuity client accounts. This takes a few hours per week.