Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory fees are up to 3% annually, determined at engagement and negotiable. A one-time financial wellness fee of $500 is assessed to open an account, also negotiable. Financial planning fees are fixed at $250 or higher, depending on complexity. Hourly fees range from $150 to $250. Retirement planning seminars are free. Clients are responsible for third-party fees like custodian and transaction fees.
Areas of Practice
Advisor Information
Office location
18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075
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
Kelly is a general agent for 1st Consumer Insurance Agency, marketing and selling various insurance products, dedicating about a quarter of her time. She also works as an assistant for Financial Wealth Solutions and as an administrative assistant and investment advisor representative for ELE Wealth Solutions and ELE Advisory Services, respectively, spending a few hours per week and about half her time on these roles.