Advisor at Stratus Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stratus Advisory Group, Inc.
Location
Highland, MI 48357
Credentials
CFP®
Industry experience
7 years
Adam Hirzel is a CFP® professional with seven years of industry experience, currently serving as an advisor at Stratus Advisory Group, Inc. since 2013. He has been associated with related entities including Stratus Financial Services Corporation and Stratus Financial Corporation since 2009. Stratus Advisory Group provides tailored financial planning, consulting, and portfolio management services to individual clients—including both high-net-worth and non-high-net-worth households—as well as small to mid-size businesses. The firm employs a fundamental investment approach supplemented by cyclical and technical analysis, and offers both discretionary and non-discretionary account management.
Based on Stratus Advisory Group, Inc.
$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,000+: 0.75% annually
Licensed insurance agents receive commissions on the sale of insurance products through affiliated entities.
$175 per hour for Investment Advisor Representative services; $130 per hour for non-investment related services provided by staff assistant.
Fee-only: Advisory fees based on a percentage of assets under management ranging from 1.50% to 0.75% annually; hourly fees for financial planning services at $175 per hour for Investment Advisor Representative services and $130 per hour for non-investment related services; flat fees may be negotiated but not specifically stated.
211 E. Livingston Road
Highland, MI 48357
Michigan
Stratus Advisory Group, Inc.
2013 - Present (13 years)
Stratus Financial Services Corporation
2009 - Present (17 years)
Stratus Financial Corporation
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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