Advisor at RFM Financial Solutions, LLC
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Firm
RFM Financial Solutions, LLC
Location
Mt. Pleasant, MI 48858
Credentials
CFP®
Industry experience
15 years
Michael Harter is a CFP® professional with 15 years of experience, currently serving at RFM Financial Solutions, LLC since 1999. He also has a long tenure at Robert F. Murray & Company, CPAs, where he has worked since 1991. RFM Financial Solutions provides portfolio management, pension consulting, and financial planning services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm emphasizes client-specific investment policies, primarily using no-load mutual funds and ETFs, and offers both discretionary and non-discretionary management options.
Based on RFM Financial Solutions, LLC
Based on RFM Financial Solutions, LLC
$50,000 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.65% $2,500,001+: 0.50%
Financial Planning and Consulting Services charged hourly at $95 to $250 per hour
Account minimum: $50,000 Minimum fee: Minimum annual fee of $1,000 for Portfolio Management Services Fee-only: Financial Planning and Consulting Services charged hourly at $95 to $250 per hour
805 N. Brown St.
Mt. Pleasant, MI 48858
Michigan
RFM Financial Solutions, LLC
1999 - Present (27 years)
Robert F. Murray & Company, CPAs
1991 - Present (35 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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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