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Our Investment Guy

Updated today

Total assets under management

$61,616,000

Total clients

162

6% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

162

Average account size

$380,346

About

The firm provides wealth management and investment management services to individuals (including non‑HNW and high‑net‑worth clients), charitable organizations, corporations, and pension and profit‑sharing plans. Services include continuous portfolio management, comprehensive financial planning, and ongoing retirement plan consulting for employer plan sponsors.

Investment work is guided by individualized investment policies and asset‑allocation targets, combining passive and active strategies and using fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory; accounts are typically managed on a discretionary basis with a long‑term orientation. Financial planning covers cash flow and debt management, retirement projections and distribution strategies, employee benefits optimization, estate planning, tax‑efficiency considerations, and — at a client’s election — a written plan provided at no additional fee.

What is noteworthy relative to many independent peers is the firm’s ongoing retirement plan consulting and explicit role advising plan sponsors and plan fiduciaries under ERISA, plus a stated exclusion of certain plan assets (e.g., employer securities, non‑public investments, real estate) from its plan services. The firm operates on a fee‑only, AUM basis, relies on third‑party custodians (including Schwab and Altruist), does not aggregate client trades into block trades, and generally does not vote client proxies.

Client services

Financial planning Portfolio management Pension consulting

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy

Fee options

Percentage

$0 - $50,000: 1.50% $50,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.50%

Other

Fee-only: Fee-only firm, compensation solely from clients for advisory services, no commissions or other sales-related compensation.

Main office location

Our Investment Guy

Clinton Twp MI, United States

Number of offices

1

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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