CM
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
325 W. Main St., Brighton, MI, 48116
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.
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Strategic Investment Advisors, LLC
July 2022 - December 2023 · 1 yr 5 mos
Hantz Financial Services, INC.
November 2021 - March 2022 · 4 mos
Hantz Financial Services, INC. Broker
February 2021 - March 2022 · 1 yr 1 mo
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.