Advisor at Plante Moran financial advisors
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Firm
Plante Moran financial advisors
Location
Ann Arbor, MI 48104
Credentials
CFP®, Series 65
Industry experience
9 years
Matthew Coursen is a CFP® and holds a Series 65 license, serving as a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI. He has nine years of industry experience, all with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, employing a mix of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.
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, Suite 400
Ann Arbor, MI 48104
Michigan · Texas
Plante Moran Financial Advisors
2015 - Present (11 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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