Exchange Capital Management INC
Assets Under Management
$832.8M
Number of Clients
373
Number of Advisors
N/A
Average Client AUM
$2.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Exchange Capital Management provides investment advisory and supervisory services for private clients, financial institutions, corporate clients, and foundations. They emphasize fundamental security and credit analysis, constructing diversified portfolios using individual stocks and bonds. Financial planning services are offered at no additional charge to investment advisory clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.35% |
Fees may be negotiable in certain circumstances.
Fee Estimator
You'll pay a quarterly fee based on the market value of your investments under our supervision. The minimum account size is $500,000, but this may be waived at the firm's discretion. Fees are calculated by applying a tiered rate to the value of your managed investments. Amendments to the fee schedule may be made with written notice. In certain circumstances, the firm may negotiate the fee charged and/or the frequency and timing of payment.
Areas of Practice
Location
110 N. Miller Ave., 1st Floor, Ann Arbor, MI, 48104