JK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
1,561 clients
Average Client Portfolio
$254K average
Assets Under Management
$396.2M
Fee Structure
Minimum Investment:$5K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:Up to $10,000
Hourly Rate:$100 - $250/hr
Portfolio management fees are negotiable and depend on the subadvisor selected. Fees are paid quarterly in advance or monthly/quarterly in arrears. Financial planning fees are up to $10,000 as a fixed fee or up to $250/hour for advisor time and $100/hour for administrative time. There is a $5,000 account minimum, which may be waived.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information
Office location
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
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
Financial Services of America Advisors
January 2023 - Present · 3 yrs
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.