Advisor at Scale Investment Group
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
Scale Investment Group
Location
White Lake, MI
Credentials
Series 63, Series 65
Industry experience
15 years
Michael Prus is the president and founder of Scale Investment Group, an independent investment advisory firm. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to founding Scale Investment Group in 2010, he worked at Freedom One Financial Group and Investment Counsel Inc. Scale Investment Group provides investment advisory and consulting services to individual and institutional clients, including ERISA-qualified retirement plans and other advisers. The firm focuses on low-cost, diversified portfolios using a combination of quantitative and qualitative fund selection, offering both discretionary and non-discretionary management along with pension consulting and sub-advisory services.
Based on Scale Investment Group
Based on Scale Investment Group
$1,000,000 - $10,000,000: 0.25% (Annual 3(21) Advisor Fee) $10,000,000+: 0.20% (Annual 3(21) Advisor Fee) $1,000,000 - $10,000,000: 0.25% (Annual 3(38) Manager Fee) $10,000,000+: 0.25% (Annual 3(38) Manager Fee) Under $500,000 - $500,000: 0.50% Annual Investment Advisory Fee (Private Clients) $500,000 - $10,000,000: 0.25% Annual Investment Advisory Fee (Private Clients) Over $10,000,000+: 0.10% Annual Investment Advisory Fee (Private Clients)
Account minimum: Generally, there is no minimum account balance required for opening and maintaining an account with Scale Investment Group. However, they may refuse some accounts where diversification would be problematic given account size.
White Lake, MI
Michigan
Investment Counsel Inc
2013 - Present (13 years)
Scale Investment Group, LLC
2010 - Present (16 years)
Freedom One Financial Group
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Southfield, MI
Sterling Advisory Group LLC
Series 63, Series 65
Bingham Farms, MI
Octo Capital, LLC
Series 65
Lake Orion, MI
PDM Investment Services, LLC
Series 63, Series 65
Fenton, MI
4Square Advisory Services, Inc.
Series 63, Series 65
Orchard Lake, MI
Objective Investments, LLC
CFP®, CFA®, ChFC®, EA
Commerce Township, MI
Tamma Capital LLC
I'm Paul, and I have been right where you are. I have a set of 13-year-old triplets, an 11-year-old, and a spouse with a demanding full-time career. Time is something you feel like you don't have, yet it also haunts you if you don't feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life, too. That's why, when my triplets were born, I founded TAMMA. I saw firsthand how my family struggled with financial anxiety and the challenges and pressures it caused. This is one of the reasons I chose to become a financial advisor and build my firm: to help bring peace of mind to others. Now, I offer you that same path to financial health so you can achieve peace and security. Many busy families like yours are experiencing relief and confidence from obtaining a financial advisor in their corner, and you can too.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")