Advisor at Personal Financial Advice & Insights, LLC
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
Personal Financial Advice & Insights, LLC
Location
Stevensville, MI
Credentials
Series 65
Industry experience
9 years
Fixed fee per service module with detailed tiered schedule by assets and household size. For example, Foundational Financial Plan fees range from $400 to $6,500 depending on assets and household size.
Under $100,000 - $100,000 to $250,000: See module-specific fixed fees $100,000 to $250,000 - $250,000 to $500,000: See module-specific fixed fees $250,000 to $500,000 - $500,000 to $1,000,000: See module-specific fixed fees $500,000 to $1,000,000 - $1,000,000 to $1,500,000: See module-specific fixed fees $1,000,000 to $1,500,000 - $1,500,000 to $2,000,000: See module-specific fixed fees $1,500,000 to $2,000,000 - $2,000,000 to $3,000,000: See module-specific fixed fees $2,000,000 to $3,000,000 - $3,000,000 to $4,000,000: See module-specific fixed fees $3,000,000 to $4,000,000 - $4,000,000 to $5,000,000: See module-specific fixed fees $4,000,000 to $5,000,000 - Over $5,000,000: See module-specific fixed fees
Fee-only: Fixed fees per service module, ranging from $200 to $7,000 depending on module, household makeup, and assets. No commissions.
Personal Financial Advice & Insights, LLC
2016 - Present (10 years)
Product Design Consumer Insights, LLC
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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