Predmore Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$450,000
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Predmore Advisors LLC primarily manages pooled vehicles and institutional assets while also serving a limited number of individual (non‑high‑net‑worth) clients. The firm provides investment advisory services including retirement strategy analysis, cash‑flow budgeting, recommendations on diversification and insurance, and general tax and estate planning.
The firm generally manages client assets on a primarily non‑discretionary basis, so clients retain final trading authority. Predmore sponsors a wrap fee program, typically charges percentage‑of‑AUM fees, offers hourly advisory engagements, and conducts educational seminars or workshops to support client decision‑making.
Predmore is a small manager with roughly $450,000 in assets under management, and its principal allocates about 25% of their time to an affiliated art advisory and dealing business. The principal is a CFP® with advanced degrees and is a licensed insurance agent who may receive commissions from insurance or annuity sales, a mix of activities and potential compensation sources that is uncommon among peers focused on pooled or institutional assets.
Client services
Expertise
Fee options
Commissions from sale of insurance products and annuities
Fee-only: Advisory fees paid to Predmore Advisors LLC (specific amounts not stated)
Main office location
Predmore Advisors LLC
2937 Waterview Drive, Suite A
Rochester Hills MI 48309, 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
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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