My Financial Coach, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$54,085,022
Total clients
126
11% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
42
Average account size
$429,246
About
My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and to business entities. The firm manages a modest-sized asset base across a relatively small client roster and typically charges asset-based fees for ongoing portfolio management.
The adviser combines fundamental and technical analysis with modern portfolio theory to shape asset allocation and security selection, documenting each client’s risk tolerance in an Investment Policy Statement. Its investment set is somewhat focused — including equities, fixed income, ETFs (including precious-metal ETFs), real estate funds, and limited options strategies such as covered calls — and portfolios are implemented on a discretionary basis.
A noteworthy characteristic is that the firm accepts performance-based (share-of-capital-gains) compensation for qualified clients, a practice that is uncommon among peers and is managed through documented high‑water‑mark procedures and client authorizations to address potential conflicts. The brochure also discloses that the firm requires clients to use a specific institutional custodian and participates in that custodian’s advisor program (from which it receives economic benefits), and that a principal is licensed to sell insurance products — each disclosed as potential sources of additional economic conflicts.
Client services
Expertise
Fee options
Negotiated fixed fee for financial planning between $0 and $10,000.
$1 - $1,000,000: 0.95% $1,000,001+: 0.85%
Between $0 and $400 per hour for financial planning services.
20% performance fee on capital appreciation for qualified clients, in addition to 0.85% AUM fee.
Fee-only: Negotiated fixed financial planning fees between $0 and $10,000; hourly financial planning fees between $0 and $400 per hour.
Main office location
My Financial Coach, LLC
3320 Ridgecrest Road, Suite 300
Midland MI 48642, United States
Number of offices
2
Most active in
Hawaii · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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