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Robert Minasian

Advisor at Personal Wealth Management, LLC

Updated today

Location

Commerce, MI

Credentials

Series 65, Series 66

Industry experience

26 years

About

Robert Minasian is a financial advisor with Personal Wealth Management, LLC in Commerce, MI, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has worked at several firms, including Ele Wealth Advisors, Prime Meridian Capital Management, and Novus Investments, where he also serves as a licensed branch manager and business development director. Minasian provides life insurance and fixed index annuity solutions through affiliations with independent firms. Personal Wealth Management, LLC offers investment supervisory services and financial planning to individuals, business owners, and institutional clients. The firm constructs individualized portfolios using a mix of fundamental and technical analysis, managing accounts on a discretionary basis with ongoing monitoring and quarterly reporting.

Client services

Based on Personal Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on Personal Wealth Management, LLC

Business ownership considerations Retirement income strategy

Occupation focus

Based on Personal Wealth Management, LLC

Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning negotiated case-by-case, up to $1200 in advance within six months.

Commissions

Commissions from placement of life insurance and fixed annuities; shared management and incentive fees from Reg. D income offerings through affiliated firm. Clients do not pay commissions.

Location

Commerce, MI

Most active in

Michigan

Work history

Personal Wealth Management, LLC

2016 - Present (10 years)

Ele Wealth Advisors, Inc.

2016 - 2016 (1 year)

Ele Advisory Services, Llc

2015 - 2016 (1 year)

Prime Meridian Capital Management, LLC

2013 - Present (13 years)

Novus Investments Llc

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Peter M

Series 65

Bloomfield Hills, MI

Sound Financial Planning LLC

Peter Mc Caffrey is a financial advisor at Sound Financial Planning LLC in Bloomfield Hills, MI. He holds a Series 65 designation and has one year of industry experience. Outside of financial advising, he has been a professional cellist with the Detroit Symphony Orchestra since 2012. Sound Financial Planning LLC provides fee-only, advice-only financial planning to individuals and high-net-worth clients, focusing on diversified, passive investment strategies and comprehensive financial planning without managing client assets or exercising investment discretion.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Bassam S

Series 63, Series 65

Orchard Lake, MI

Objective Investments, LLC

Bassam Salem is a financial advisor at Objective Investments, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at InvestShares Advisor Group Inc., InvestShares, and Wunderlich Securities, Inc. He has been with Objective Investments since 2018. Objective Investments provides fee-based investment management services to individuals, high-net-worth clients, corporations, and qualified retirement plans. The firm offers tailored portfolios using a variety of analytical methods and serves as a limited-scope ERISA 3(21) fiduciary for employer-sponsored retirement plans.

Active portfolio management Options & derivatives strategies
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Daniel L

CFA®, Series 63

Farmington, MI

AD Quatenus Management Group LLC

Daniel Lee is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is the principal of AD Quatenus Management Group LLC, where he has worked since 2020. Prior to founding the firm, Lee was a private investor and worked with the UAW Retiree Medical Benefits Trust. He also operates a separate mergers and acquisitions advisory business. AD Quatenus Management Group LLC is a fee-only financial and life planning firm that provides personalized, tax-focused financial planning and investment services to individuals and institutional clients. The firm emphasizes tailored advice through documented client objectives and employs asset allocation, manager selection, and fundamental analysis to build portfolios, including active trading strategies.

Debt management Active portfolio management

Paul F

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.

Wealth management Parents Married/Couples/Partners Gen X (Born 1965-1980)
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