Advize Wealth Management
Assets Under Management
$43.7M
Number of Clients
102
Number of Advisors
2
Average Client AUM
$429K
AUM per Advisor
$21.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Advize Wealth Management offers continuous advice on investing client funds based on individual needs. Services include wealth management, investment management, and comprehensive financial planning covering areas like cash flow, college savings, estate planning, insurance, retirement, and tax planning. They may use Third Party Managers for portfolio management.
Fee Structure
The firm charges a percentage of assets under management, with a maximum of 1.5%. For clients with managed balances under $500,000, AWM may charge an upfront financial planning fee between $500 and $20,000. Comprehensive financial planning services are offered for a fixed annual fee, which varies based on complexity and client needs. For existing grandfathered clients, there is a minimum annual fee of $1,200 for individuals and $1,800 for couples. Altruist LLC’s Model Marketplace fees range between 0.00% and 1.00%.
Areas of Practice
Location
429 S. Main Street, Rochester, MI, 48307