Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
2275 W. Stadium Blvd., Suite 4, Ann Arbor, MI, 48103
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
Kevin is an independent insurance agent and self-employed owner, focusing on insurance and fixed annuity service and sales. This activity, which is not investment related, takes a few hours per week.