Caitlin John, LLC
Assets Under Management
$183.4M
Number of Clients
733
Number of Advisors
20
Average Client AUM
$250K
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Caitlin John, LLC provides customized advisory services tailored to client needs, goals, and risk tolerance. Services include investment management, financial planning, consulting (AUA), and qualified retirement plan services. IARs work with clients to establish goals and implement investment products. The firm may use Third-Party Investment Advisors (TPIA).
Fee Structure
The firm's fees are based on the Investment Management Agreement. The Caitlin John Wrapped Program fees do not exceed 2.48%, and Non-wrap fees do not exceed 3.00%. Fees may be tiered, tapered, or fixed. IARs can negotiate fees based on complexity and service level. There is a $2.92 monthly technology fee for all Non-wrap fee structures. The firm sets an account minimum of $250,000, which may be waived by the IAR.
Areas of Practice
Location
1024 E. Grand River Ave, Suite B, Brighton, MI, 48116