Plante Moran Financial Advisors
Assets Under Management
$21.8B
Number of Clients
3,728
Number of Advisors
123
Average Client AUM
$5.8M
AUM per Advisor
$177.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Plante Moran Financial Advisors (PMFA) offers discretionary and non-discretionary portfolio advisory services, including portfolio design, investment selection, and monitoring. They develop strategic asset allocation plans based on client goals, risk tolerance, and time horizon. PMFA also provides financial planning services such as tax, retirement, and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
A minimum annual fee of $5,000 applies.
Fee Estimator
Annual advisory fees are based on a percentage of assets under management, as detailed in the fee table. A minimum annual fee of $5,000 applies. Accounts below $500,000 charged the minimum fee will experience a fee greater than the published fee schedule. Fixed-fee arrangements are available in some cases. Hourly rates for nonrecurring services range from $110 to $450. Fees do not include mutual fund expenses, brokerage commissions, or custodian fees.
Areas of Practice
Location
3000 Town Center, Suite 100, Southfield, MI, 48075