Advisor at Financial Transparency
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
Financial Transparency
Location
Mancelona, MI
Credentials
Series 66
Industry experience
14 years
Individual Financial Consultations fixed fee range generally $1,500 to $10,000 per plan
None - $24,999: Not offered (no minimum for Let’s Get Started program, but other programs have minimums) $0+: Let’s Get Started program: Up to 1.00% $25,000+: Managed Investment Portfolios: Up to 1.75% $150,000+: Customized Managed Accounts: Up to 2.15% $100,000+: Pension Consulting Services: Up to 1.50% (with $1,500 minimum fee)
Insurance commissions may be received by some IARs for sale of insurance products, but not primary source of compensation
Individual Financial Consultations typically $300 per hour
Account minimum: None for Let’s Get Started program; $25,000 for Managed Investment Portfolios; $150,000 for Customized Managed Accounts; $100,000 for Pension Consulting Services (with $1,500 minimum fee) Minimum fee: Pension Consulting Services have a total annual minimum fee of $1,500 Fee-only: Advisory fees charged as percentage of assets or fixed fees for financial consultations; no commissions on advisory fees
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2018 - Present (8 years)
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2011 - 2018 (7 years)
CSSC Investment Advisory Services, Inc.
2011 - 2018 (7 years)
Cssc Brokerage Services, Inc.
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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