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Wealth Management Partners of Michigan, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,585,125
Clients
50
0% 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
50
HighAverage account size
$311,703
About
Wealth Management Partners of Michigan, LLC is a fee‑only advisory firm that serves individual retail investors (typical clients have $50,000 or more of investable assets) and sponsors of small employer retirement plans. The firm provides ongoing financial planning, portfolio asset allocation and monitoring through its "Coachmewealthy" program and also offers ERISA-focused plan advisory services for smaller plans.
The advisor uses an investor profile and a written Investment Policy Statement to recommend low‑cost, asset‑class structured model portfolios made up primarily of ETFs and institutional mutual funds, relying on modern portfolio theory and factor‑based, passive investing principles. Rather than exercising discretionary trading authority, the firm primarily provides non‑discretionary advice and coordinates implementation through third‑party portfolio managers.
Noteworthy for an independent solo practice, nearly all of the firm’s assets under advisement are managed on a non‑discretionary basis and the firm typically acts as a co‑advisor/solicitor to third‑party managers, focusing its role on client coaching, IPS maintenance and manager selection rather than day‑to‑day trade execution. The firm also maintains insurance licenses to provide fee‑only guidance on variable annuity sub‑accounts and offers ERISA 3(21)/3(38)-style services for plan sponsors, which concentrates its work on fiduciary oversight and plan benchmarking.
Client services
Portfolio management
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Annuities
Passive / index investing
Fee options
$0 - $500,000: 1.50% (Matson Money total maximum fee) $500,001 - $3,000,000: 1.35% (Matson Money total maximum fee) $3,000,001 - $4,000,000: 1.25% (Matson Money total maximum fee) Over $4,000,001+: 1.00% (Matson Money total maximum fee) $0 - $500,000: 2.00% (Matrix Asset Allocation Private Account total maximum fee, legacy program closed to new investors) $500,001 - $3,000,000: 1.50% (Matrix Asset Allocation Private Account total maximum fee) $3,000,001 - $4,000,000: 1.125% (Matrix Asset Allocation Private Account total maximum fee) Over $4,000,001+: 0.75% (Matrix Asset Allocation Private Account total maximum fee) $0 - $500,000: 1.35% (Efficient Advisors total maximum fee) $500,001 - $1,000,000: 1.30% (Efficient Advisors total maximum fee) $1,000,001 - $2,000,000: 0.85% (Efficient Advisors total maximum fee) $2,000,001 - $3,000,000: 0.60% (Efficient Advisors total maximum fee) Over $3,000,000+: 0.50% (Efficient Advisors total maximum fee)
Negotiated hourly fees for select clients on a case-by-case basis.
Account minimum: $50,000 Fee-only: Fee-only investment advisory firm; no commissions or sales charges accepted.
Main office location
Wealth Management Partners of Michigan, LLC
Ann Arbor MI, United States
Number of offices
1
Most active in
Wealth Management Partners of Michigan, LLC 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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