Wealth Management Institute, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Wealth Management Institute provides financial planning and consulting services to individuals, high-net-worth clients, and to employee benefit plans and other institutional entities. The firm does not provide ongoing discretionary portfolio management and reports no assets under management.
Its advisory work is delivered through tailored, written plans and consultations that use proprietary processes called the Creative Income Strategy™ and the LEAP System™ and emphasize asset allocation, risk-tolerance assessment, and income planning. Recommendations typically focus on mutual funds, ETFs and individual securities, and clients implement trades through custodians or broker-dealers of their choice.
Distinctive features include a documented pension consulting practice for plan sponsors and fiduciaries, and a billing model that relies on hourly, project and retainer arrangements rather than percentage-of-assets or performance-based fees. The firm discloses affiliations with insurance agencies and broker-dealer relationships that can result in commission-based compensation, and it receives research and periodic materials (including business/compliance newsletters) from its recommended broker-dealer.
Client services
Financial planning
Pension consulting
Newsletters or periodicals
Expertise
Retirement income strategy
General retirement planning
Income planning
Demographic focus
Approaching retirement
Fee options
Consulting project fees minimum $1,450; annual retainer $950; minimum project fee for LEAP and Creative Income Strategy ranges from $1,600 to $12,000
$0 - $250,000: $1,600 minimum project fee $250,001 - $500,000: $3,500 minimum project fee $500,001 - $1,000,000: $6,500 minimum project fee $10,000,001+: $12,000 minimum project fee
Commission-based compensation earned by associated persons as registered representatives and insurance agents; commissions separate from advisory fees
$325 per hour for consulting and pension consulting services
Annual retainer fee of $950 for up to 2 meetings and 2 hours of consultation over one year
Minimum fee: Minimum project fee ranges from $1,600 to $12,000 depending on gross income or total assets Fee-only: Financial planning and consulting fees: $325/hour; consulting project fees minimum $1,450; annual retainer $950/year for up to 2 meetings and 2 hours consultation, additional at $325/hour
Main office location
Wealth Management Institute, Inc.
4710 W. Saginaw, Suite A
Lansing MI 48917, United States
Number of offices
1
Most active in
Wealth Management Institute, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Michigan · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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