Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees range from 0.10% to 0.55% depending on portfolio size and complexity. Fees for Pension and Profit-Sharing Plans range from 0.20% to 0.40%. Fees are negotiable. The minimum account size is typically $300,000, but this is also negotiable. Fees are typically due and payable monthly or quarterly, in advance, based upon the net asset value of the account.
Areas of Practice
Advisor Information
Office location
280 North Old Woodward Avenue, Birmingham, MI, 48009
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 Activities
Jacob is a board member for Teen HYPE, a youth program in Detroit, since 2025. He spends minimal time helping plan events and bringing on sponsors.