Walter Keenan Wealth Management, a small investment advisory firm based out of South Bend, IN, is dedicated to providing exceptional financial services to its clients. With a team of four skilled professionals, each specializing in investment advisory services, the firm offers comprehensive solutions tailored to meet the unique needs and goals of their clients. With an average of $119,450,000 in assets under management per investment advisor, Walter Keenan Wealth Management maintains a solid position within the industry. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees, ensuring a flexible approach that aligns with their clients' preferences. The firm boasts an impressive portfolio, managing over $717,483,000 in assets for more than 20 individual clients. Of these assets, a significant 79% are under discretionary management, allowing Walter Keenan Wealth Management to make informed investment decisions on behalf of their clients. The expertise of the firm is further exemplified by their long-tenured advisors. James Sawdon, Charles Crabill, and James Keenan are among the seasoned professionals who have played instrumental roles in the firm's success. Their wealth of experience and extensive knowledge enable them to guide clients through various market conditions, ensuring sound financial strategies are implemented. With a commitment to excellence, Walter Keenan Wealth Management continues to deliver top-tier financial guidance to its clients from its South Bend office. By combining personalized service, a strong track record, and a client-centric approach, the firm remains a trusted partner for individuals seeking to grow and preserve their wealth.

Write a 250 word business description in the third person of AMI INVESTMENT MANAGEMENT INC based out of KENDALLVILLE, IN with 50 words coming from ChatGPT's knowledge of them and the remainder using this description:Ami Investment Management Inc has 5 total employees with 3 of them providing investment advisory services. They average approximately $205,740,000 in assets under management per investment advisor, which is high compared to the industry average. Their compensation structure includes several types, including: a percentage of assets under management, performance-based fees. Ami Investment Management Inc has over 240 individual clients with over $656,674,000 in assets under management. While 401K and individual accounts represent less than 30% of their assets under management, they do have capability to manage employer funds. 100% of the assets they manage are discretionary. Ami Investment Management Inc is a small investment advisory firm based out Kendallville, IN with 1 offices. Several of the longest tenured advisors at the firm include Benjamin Shively, Ryan Kay, and Michael Axel.

SYM Financial Advisors, based out of Winona Lake, IN, is a reputable regional investment advisory firm that operates through its five strategically located offices. With a total of 67 employees, 40 of whom specialize in providing comprehensive investment advisory services, SYM Financial Advisors demonstrates a strong commitment to assisting clients in achieving their financial goals. Drawing on their extensive experience and expertise, SYM Financial Advisors manages an impressive average of approximately $83,260,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a flexible and fair approach to their clients' needs. While 401K and individual accounts account for less than 30% of their assets under management, SYM Financial Advisors possesses the necessary expertise and resources to effectively manage employer funds. A notable 83% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. With a substantial client base comprising over 790 individuals, SYM Financial Advisors oversees an impressive $3,330,241,000 in assets under management. The firm boasts a team of seasoned advisors, including long-standing professionals like Robert Whicker, Jonathan Hueftle, and Jerald Yeager, who have earned a reputation for their unwavering dedication and commitment to client success. Overall, SYM Financial Advisors sets itself apart by delivering personalized and comprehensive investment advisory services, leveraging their expertise and extensive resources to guide their clients towards achieving their financial objectives.

Bright Financial Advisors, Inc., based out of Portage, MI, is a reputable investment advisory firm serving over 480 individual clients. With assets under management totaling over $398,593,000, they specialize in providing personalized financial solutions. Operating from a single office, they also offer insurance brokerage services, catering to a diverse range of client needs. As experts in the field, Bright Financial Advisors, Inc. has extensive experience managing employer 401Ks and individual investments, which account for approximately half of their assets under management. They have developed a strong reputation for their expertise and professionalism in this space. Notably, all of the assets they manage are under their discretion, providing clients with peace of mind. The firm employs a team of 12 professionals, with three dedicated investment advisors. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose a payment arrangement that aligns with their preferences and goals. One standout aspect of Bright Financial Advisors, Inc. is their exceptional average of approximately $132,860,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting their ability to effectively handle substantial portfolios. Furthermore, Andrew Price and Brookes Welc, two of the firm's longest-tenured registered advisors, bring valuable experience and insights to the table. Clients can trust Bright Financial Advisors, Inc. to deliver expert financial guidance and tailored investment strategies that help them achieve their long-term objectives. With a track record of success and a commitment to client satisfaction, they have established themselves as a leading presence in the financial advisory industry.

Korhorn Financial Group is a reputable regional investment advisory firm headquartered in Granger, IN, serving clients across five offices. With a total of 74 dedicated employees, 34 of whom specialize in providing expert investment advisory services, the firm boasts a strong team of financial professionals. Leveraging their extensive knowledge and experience, they strive to optimize their clients' financial portfolios. The average assets under management per investment advisor at Korhorn Financial Group stand at an impressive $17,450,000, demonstrating their ability to handle significant wealth portfolios. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and client satisfaction. Korhorn Financial Group has established a strong presence in the employer 401K and individual investment sectors, with approximately half of their assets under management originating from these sources. Their expertise in managing such funds has garnered them a noteworthy reputation, further enhancing their credibility in the industry. Boasting a remarkable 98% of discretionary assets under management, Korhorn Financial Group demonstrates their clients' confidence in their ability to make informed investment decisions. With over 1,650 individual clients and an impressive $593,297,000 in assets under management, the firm has solidified its position as a trusted advisor in the financial services industry. The firm is distinguished by its dedicated and experienced team, with renowned advisors such as Amy Masters, Joshua Korhorn, and Joshua Gregory, who have been with the company for an extended period. Their commitment to providing exceptional service and delivering optimal financial outcomes sets Korhorn Financial Group apart as a reliable and trustworthy partner for individuals and organizations seeking sound investment guidance.

Thomas Story And Son LLC is a reputable investment advisory firm based in Plymouth, IN, boasting a single office location. With a dedicated team of two experienced professionals, they specialize in providing top-notch investment advisory services. Each investment advisor at Thomas Story And Son LLC manages an average of $125,990,000 in assets under management, which aligns with the industry average. Their compensation structure is diverse, including a percentage of assets under management. As a discretionary asset manager, Thomas Story And Son LLC handles 100% of the assets they manage, ensuring full control and flexibility in decision-making. The firm primarily focuses on serving high-net-worth individuals, catering to their unique investment needs and goals. In fact, Thomas Story And Son LLC currently manages assets worth over $251,981,000 for more than 10 individual clients. Boasting a history of tenure and expertise, David Story and Thomas Story have established themselves as some of the longest-serving registered advisors within the firm. Their commitment to providing exceptional advisory services has earned Thomas Story And Son LLC a solid reputation in the industry. With a customer-centric approach and a track record of success, they strive to help their clients achieve their financial objectives and secure their financial future.

ZHANG FINANCIAL, a prominent local investment advisory firm, is headquartered in Portage, MI and operates from 8 offices. With a total of 40 dedicated professionals, including 16 highly experienced investment advisors, the firm has established a strong presence in the financial industry. Setting them apart, Zhang Financial boasts an impressive average of $279,030,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various approaches, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions for their diverse clientele. While 401K and individual accounts account for less than 30% of their managed assets, Zhang Financial possesses the capability to effectively oversee employer funds. An exceptional 61% of the assets entrusted to them are managed with discretionary authority, further demonstrating the firm's expertise and client trust. With over 1,000 individual clients and a staggering $4,464,459,000 in assets under management, Zhang Financial has established itself as a trusted partner in wealth management. The firm takes pride in its team of highly tenured advisors, including renowned professionals such as Lynn Chen-Zhang, Christine Lindberg, and Charles Zhang. Their extensive experience and unwavering dedication have contributed to the firm's success, making Zhang Financial the go-to choice for comprehensive investment advisory services in Portage, MI, and beyond.

TruNorth Capital Management, LLC, headquartered in Kalamazoo, MI, is a reputable investment advisory firm catering primarily to high net worth individuals. With a team of four experienced professionals, they specialize in providing personalized investment advisory services to their diverse clientele. TruNorth boasts an impressive average of approximately $140,540,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. TruNorth manages a substantial client base of over 180 individuals, collectively holding assets totaling over $294,631,000. While a significant portion of their assets are allocated to high net worth individuals, TruNorth also possesses the capability to effectively manage employer funds, despite 401K and individual accounts constituting less than 30% of their total assets under management. TruNorth Capital Management, LLC distinguishes itself as a small yet influential investment advisory firm, maintaining a single office in Kalamazoo, MI. Notably, the company prides itself on its long-serving advisors, including Kevin Miller, John Schoolman, and Brian Mullally, who bring extensive expertise and experience to the firm. As a testament to their commitment to excellence, TruNorth manages all assets under their purview on a discretionary basis, ensuring full control over investment decisions. With their impressive track record, personalized approach, and focus on high net worth clients, TruNorth Capital Management, LLC has established itself as a trusted partner in the financial landscape, providing tailored investment strategies to help clients achieve their financial goals.

Breakwater Capital, based in Kalamazoo, MI, is a small investment advisory firm specializing in providing comprehensive financial services to a diverse clientele. With two dedicated employees, they offer personalized investment advisory services tailored to individual needs. Each investment advisor at Breakwater Capital manages an average of $50,220,000 in assets, aligning with the industry average. With over 40 individual clients, Breakwater Capital oversees a substantial $114,502,000 in assets under management. The firm primarily serves high net worth individuals, with a majority of the assets they manage belonging to this demographic. While 401K and individual accounts comprise less than 30% of their total assets, Breakwater Capital possesses the capability to manage employer funds. Breakwater Capital's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients' financial success. The firm prides itself on offering discretionary asset management, granting them the authority to make investment decisions on behalf of their clients. Operating from a single office in Kalamazoo, Breakwater Capital has established a solid reputation in the financial industry. Ross Pollard and Lucas Mansberger, two of the longest-tenured registered advisors at the firm, bring extensive experience and expertise to their clients' portfolios. Overall, Breakwater Capital strives to provide exceptional investment advisory services, leveraging their knowledge and resources to help clients achieve their financial goals and secure a prosperous future.

Wolff Financial Management LLC, based out of Kalamazoo, MI, is a reputable investment advisory firm serving a diverse clientele. With over 220 individual clients and a remarkable $409,764,000 in assets under management, the firm is dedicated to delivering exceptional financial solutions. Their expertise lies in managing discretionary assets, with 99% of the assets they oversee falling under this category. Catering primarily to high-net-worth individuals, Wolff Financial Management LLC has established itself as a trusted partner in wealth management. Their comprehensive compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with clients' interests. Led by a team of experienced professionals, Wolff Financial Management LLC boasts a total of five employees, three of whom specialize in providing top-notch investment advisory services. The firm prides itself on the high level of assets under management per investment advisor, averaging an impressive $136,590,000. This figure surpasses the industry average, reflecting the firm's commitment to personalized attention and strategic financial planning. Wolff Financial Management LLC operates from a single office in Kalamazoo, MI, serving as a central hub for their client interactions and decision-making processes. The firm's longevity is further enhanced by the presence of several long-tenured advisors, including Jared McNee, Lisa Hartgraves, and Matthew Wolff, who bring a wealth of knowledge and expertise to their clients' financial endeavors. With a track record of success and a client-centric approach, Wolff Financial Management LLC continues to uphold its reputation as a premier investment advisory firm, supporting individuals in achieving their financial goals with confidence and precision.

Hilltop Wealth Solutions, based in Mishawaka, IN, is a reputable local investment advisory firm. With five offices strategically located in the area, the company is well-positioned to serve its clients effectively. Comprising a dedicated team of 10 professionals, with seven of them specializing in investment advisory services, Hilltop Wealth Solutions brings a wealth of knowledge and expertise to their clients. The firm boasts an impressive average of approximately $45,330,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, commissions, and hourly charges, ensuring flexibility to meet clients' individual needs. Hilltop Wealth Solutions has established a strong foothold in managing employer 401Ks and individual accounts, which together make up around half of their assets under management. With extensive experience in this domain, the firm has earned a stellar reputation for delivering outstanding results and guiding clients toward their financial goals. Notably, 91% of the assets under their management are discretionary, reflecting the high level of trust and confidence their clients have in their expertise. In addition to investment advisory services, Hilltop Wealth Solutions also operates as a registered representative of a broker-dealer, further expanding their capabilities to provide comprehensive financial solutions. With an impressive client base of over 670 individuals, the firm manages more than $317,322,000 in assets, exemplifying their strong presence in the market. Hilltop Wealth Solutions takes pride in its experienced team of advisors, including William Davis, Elizabeth Foley, and Erik Brenner, who have demonstrated exceptional dedication and longevity within the company. Overall, Hilltop Wealth Solutions stands as a reliable partner for individuals and businesses seeking expert financial guidance, backed by a proven track record of success.