Advosion
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,403,410
Clients
16
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$2,025,213
About
Advosion provides personalized financial planning and discretionary portfolio management for individuals, families and their closely-held businesses or trusts. The firm offers Life-Centric Planning to address major transitions and employer-sponsored benefits, and Real-Life Investing to oversee ongoing investment strategies and retirement-account rollovers.
The advisory process begins with an in-depth discovery to align investments with clients’ priorities, emphasizing downside protection, tax awareness and global diversification rather than benchmark-relative performance. Advosion operates with an open-architecture approach that typically uses institutional mutual funds and ETFs but may also employ short exposures, futures, options and stop-loss measures on legacy positions to manage downside risk.
What distinguishes the firm from many peers is its routine work with closely-held businesses and trusts — an uncommon client type for independent advisors — combined with a small, highly focused client base (about 16 clients and roughly $32 million in AUM). The firm relies on institutional custody and reporting arrangements and documents fiduciary responsibilities for retirement advice, while clients retain proxy-voting authority and control over corporate governance decisions.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
Retirement income strategy
Cash flow / budgeting
Retirement withdrawal strategies
Options & derivatives strategies
Fee options
$0 - $1,000,000: 1.00% annually (0.250% per calendar quarter) $1,000,000 - $2,000,000: 0.80% annually (0.200% per calendar quarter) $2,000,000 - $5,000,000: 0.70% annually (0.175% per calendar quarter) $5,000,000 - $10,000,000: 0.50% annually (0.125% per calendar quarter) $10,000,000+: 0.30% annually (0.075% per calendar quarter) $0 - $50,000: 0.20% annually (0.050% per calendar quarter) - Cash Management Accounts $50,000+: 0.10% annually (0.025% per calendar quarter) - Cash Management Accounts
Minimum fee: Life-Centric Planning fees typically range from a minimum of $250 per month for at least 12 months, or $500 per month for at least 6 months Fee-only: Fees are paid monthly in advance for Life-Centric Planning; Real-Life Investing fees are discretionary and debited quarterly in advance from client accounts.
Most active in
Advosion has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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