Suzanne Aitchison
Advisor at Liberty Capital Management Inc
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.
Advisor at Liberty Capital Management Inc
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.
Location
Birmingham, MI 48009
Credentials
Series 63, Series 66
Industry experience
30 years
Suzanne Aitchison is a financial advisor at Liberty Capital Management Inc in Birmingham, MI, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has worked at Liberty Capital Management since 2016 and previously spent 14 years at Comerica Securities. Liberty Capital Management serves individual and high-net-worth clients, as well as institutional entities including pension plans, charitable organizations, and municipalities. The firm offers discretionary and non-discretionary portfolio management and financial planning, implementing globally diversified portfolios based on Modern Portfolio Theory and tailoring asset allocation to clients’ risk tolerance.
Based on Liberty Capital Management Inc
Based on Liberty Capital Management Inc
Fixed fees for non-management advisory and financial planning services, negotiated in advance
0.25% to 0.75% (tiered or flat fee, negotiable)
Hourly fees for non-management advisory and financial planning services, negotiated in advance
Minimum fee: Minimum annual fee of $2,500 on diversified portfolios, may be waived under certain conditions Fee-only: Negotiable fixed or hourly fees for non-management advisory and financial planning services
401 S Old Woodward Avenue, Ste 430
Birmingham, MI 48009
Michigan
Liberty Capital Management, Inc.
2016 - Present (10 years)
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