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Financial Advisor   

$150MM AUM | $1MM GDC in Southfield, MI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

1% Comm
99% Fee

General

Location
Southfield, MI, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
370
Avg Client Age
52

Overview

We provide 401(k) and wealth management services for growth-driven business owners. Services include ERISA consulting, estate planning, tax planning and asset management. Started in 2000, we have served the Michigan market on a fee-only basis.

 
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