Advisor at Plante Moran financial advisors
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
Plante Moran financial advisors
Location
Ann Arbor, MI 48104
Credentials
CFP®, Series 65
Industry experience
15 years
Christopher Derisley is a CFP® professional with 15 years of industry experience, currently serving at Plante Moran Financial Advisors, LLC since 2009. He is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm uses strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions, managing a substantial portion of its assets on a non-discretionary basis.
Based on Plante Moran financial advisors
Fixed fees available for nonrecurring services and seminars/workshops; varies by engagement
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
Standard hourly rates range from $110 to $450
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for clients subject to fee schedule
1000 Oakbrook Dr, #400
Ann Arbor, MI 48104
Michigan · Texas
P&M Holding Group, LLP
2022 - Present (4 years)
Plante Moran Financial Advisors, LLC
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ann Arbor, MI
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Series 66
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Fineberg Wealth Management, LLC
Series 63, Series 65
Dexter, MI
XLM Capital Management
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