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PEACE OF MIND WEALTH MANAGEMENT
Brighton, Michigan
Peace Of Mind Wealth Management is a reputable local investment advisory firm based out of Brighton, MI. With a network of five offices, they provide comprehensive investment advisory services to individuals and employers alike. With a dedicated team of eight skilled professionals, Peace Of Mind Wealth Management offers personalized financial guidance to their clients.
Their team of experienced investment advisors collectively manages an impressive average of approximately $370,000 in assets under management per advisor. The firm's compensation structure is flexible, incorporating various types, such as a percentage of assets under management, hourly charges, and fixed fees.
Peace Of Mind Wealth Management excels in managing employer 401K plans, as well as individual portfolios. In fact, over 80% of their assets under management consist of employer 401K plans and individual investments. They possess the expertise and qualifications required to navigate the complexities of 401K plans and cater to the unique needs of employers and employees alike.
With a client base of over 30 individuals, Peace Of Mind Wealth Management manages an impressive $2,947,000 in assets. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients, ensuring optimal performance and peace of mind.
If you are seeking professional investment advice tailored to your specific needs, Peace Of Mind Wealth Management offers a proven track record of success, industry knowledge, and a commitment to delivering personalized financial solutions.
EXECUTIVE WEALTH MANAGEMENT, LLC
Brighton, Michigan
Executive Wealth Management, LLC is a regional investment advisory firm based out of Brighton, MI. With 11 offices, they provide comprehensive wealth management services to individuals and employer 401Ks. The firm boasts a team of 31 highly skilled professionals, with 25 of them specializing in investment advisory services.
With an average of $47,100,000 in assets under management per investment advisor, Executive Wealth Management, LLC remains competitive within the industry. Their compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring alignment with client goals.
Notably, approximately half of their assets under management come from employer 401Ks or individuals, reflecting their expertise in this specific area. Demonstrating their commitment to client satisfaction, 98% of the assets they manage are under discretionary management.
Executive Wealth Management, LLC has amassed an impressive clientele of over 3,200 individuals, entrusting them with over $1,177,510,000 in assets. This speaks volumes about the firm's ability to cultivate and maintain long-term relationships built on trust and exceptional service.
The firm's success is further attributed to the expertise and dedication of its advisors. Noteworthy individuals, such as Gregory Barber, Christopher Hopkins, and Vanessa Sredzinski, are among the longest-tenured professionals at Executive Wealth Management, LLC.
As a trusted regional investment advisory firm, Executive Wealth Management, LLC prides itself on delivering personalized and tailored solutions to help clients achieve their financial goals and secure their financial futures.
CAITLIN JOHN
Brighton, Michigan
Caitlin John is a prominent investment advisory firm based in Brighton, MI. With over 560 individual clients and a staggering $113,340,000 in assets under management, Caitlin John has established itself as a trusted financial partner in the region. The firm operates from 13 offices, ensuring convenient accessibility for its clients.
Caitlin John specializes in managing employer 401Ks and individual assets, boasting a wealth of experience in this domain. All of their managed assets, totaling 100%, are under their discretionary control, showcasing their expertise and ability to make informed investment decisions on behalf of their clients.
The firm offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. This variety allows clients to choose the option that best suits their financial needs.
With a team of 22 highly skilled professionals, Caitlin John prides itself on providing top-notch investment advisory services. Each investment advisor manages an average of approximately $5,670,000 in assets, demonstrating their ability to handle significant portfolios effectively.
Caitlin John values long-term relationships, and their team comprises several seasoned advisors who have been with the firm for years. Notable among them are Michael Haskell, David Lekarczyk, and Matthew Lamarre, who bring extensive knowledge and expertise to their clients' financial journeys.
As a local investment advisory firm, Caitlin John is committed to helping individuals and businesses in Brighton, MI, achieve their financial goals with sound investment strategies and personalized advice.
PINNACLE WEALTH MANAGEMENT GROUP, INC.
Plymouth, Michigan
Pinnacle Wealth Management Group, Inc. is a highly regarded investment advisory firm based out of Plymouth, MI. With a total of four dedicated employees, including two experienced investment advisors, they have built a strong reputation for providing exceptional wealth management services. With an average of approximately $29,190,000 in assets under management per investment advisor, Pinnacle offers personalized financial guidance to a diverse clientele.
Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment with clients' financial goals. With over 130 individual clients and over $155,161,000 in assets under management, Pinnacle is entrusted with the financial well-being of a substantial portfolio.
Pinnacle Wealth Management Group, Inc. specializes in managing assets for high net worth individuals, with the majority of their assets under management coming from employer 401Ks and individuals. Their extensive experience in this space has solidified their position as a trusted partner in assisting clients in achieving their long-term financial objectives.
Headquartered in Plymouth, MI, Pinnacle operates from a single office. The firm boasts a team of highly skilled and tenured advisors, including Kendra Mckinney, Eddison Millington, and Daniel Cesta, who bring a wealth of knowledge and expertise to the table.
With a commitment to excellence and a client-centric approach, Pinnacle Wealth Management Group, Inc. stands as a premier choice for individuals seeking comprehensive and tailored investment advisory services.
GEM ASSET MANAGEMENT, LLC
Plymouth, Michigan
Gem Asset Management, LLC is a prominent investment advisory firm located in Plymouth, MI. With over 360 individual clients and a staggering $389,430,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Gem Asset Management, LLC operates from a single office, serving both local and national clients.
While the majority of their assets under management come from sources other than 401K and individual accounts, Gem Asset Management, LLC possesses the expertise to effectively manage employer funds. Remarkably, they exercise complete discretion over 100% of the assets they oversee, showcasing their commitment to providing comprehensive financial solutions.
The compensation structure at Gem Asset Management, LLC encompasses various methods, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' goals and interests. With a team of five dedicated professionals, all of whom offer investment advisory services, the firm maintains a balanced advisor-to-assets ratio. On average, each investment advisor at Gem Asset Management, LLC manages approximately $77,890,000 in assets, aligning with industry standards.
The firm takes pride in its experienced team, boasting some of the longest-tenured advisors in the industry. Notable individuals such as Lisa Carey, Steven Renaldi, and Steve Alexandrowski contribute their extensive knowledge and expertise to guide clients toward their financial objectives. Gem Asset Management, LLC continues to build on its legacy of excellence, offering personalized investment strategies and a commitment to delivering outstanding results.
PEAK WEALTH MANAGEMENT, LLC
Plymouth, Michigan
Peak Wealth Management, LLC is a small investment advisory firm based out of Plymouth, MI, specializing in providing comprehensive investment solutions. With a team of three dedicated professionals, they offer personalized investment advisory services to a diverse client base. On average, each investment advisor at Peak Wealth Management, LLC manages approximately $76,000,000 in assets under management, aligning with the industry average.
Their compensation structure encompasses various methods, including a percentage of assets under management and fixed fees. Notably, around half of their assets under management originate from employer 401Ks and individuals, demonstrating their extensive experience and expertise in this domain. Additionally, all the assets they manage are discretionary, allowing them to exercise full discretion over investment decisions, ensuring optimal outcomes for their clients.
With over 600 individual clients and more than $228,000,000 in assets under management, Peak Wealth Management, LLC has built a solid reputation for delivering exceptional financial services. Their team boasts a wealth of knowledge and expertise, with some of the firm's longest tenured advisors including Preston Gee, James Pilat, and Nicholas Hopwood.
At Peak Wealth Management, LLC, clients can expect a personalized approach, tailored investment strategies, and a commitment to helping them achieve their financial goals. By leveraging their experience, insights, and extensive resources, they strive to deliver superior investment solutions and build lasting relationships with their valued clients.
VISION CAPITAL PARTNERS
Ann Arbor, Michigan
VISION CAPITAL PARTNERS is a reputable investment advisory firm based out of Ann Arbor, MI. With 5 dedicated employees, including 4 experienced professionals providing investment advisory services, they offer comprehensive financial guidance to their diverse clientele.
One of Vision Capital Partners' key strengths lies in their compensation structure, which incorporates various types of remuneration to align their interests with their clients. This approach ensures a client-centric focus and fosters a strong sense of trust and transparency.
With over 500 individual clients, Vision Capital Partners manages an impressive portfolio of assets totaling over $133,839,000. Notably, approximately half of their assets under management are sourced from employer 401Ks or individuals, showcasing their expertise and success in this domain. Additionally, 58% of the assets they manage are discretionary, enabling the firm to make informed investment decisions on behalf of their clients.
Operating from three offices, Vision Capital Partners has established a strong presence within the local community. Their team comprises seasoned professionals, including Patrick Grasso, Julie Hall, and Jennifer Hunter, who boast extensive experience in the financial industry. These long-tenured advisors bring a wealth of knowledge and expertise to the firm, further enhancing their ability to deliver top-tier investment advisory services.
As a small but highly reputable firm, Vision Capital Partners takes pride in their commitment to delivering personalized solutions tailored to their clients' financial goals. By combining their deep industry knowledge, diverse compensation structure, and experienced team, they strive to provide exceptional financial guidance and foster long-term success for their valued clients.
OLD OAK FINANCIAL PLANNING, INC.
Brighton, Michigan
Old Oak Financial Planning, Inc., headquartered in Brighton, MI, is a small investment advisory firm with one office. With a total of two employees, they exclusively specialize in providing investment advisory services. Their average assets under management per investment advisor stand at approximately $56,420,000, which aligns with the industry average.
Old Oak Financial Planning, Inc. employs a diverse compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around half of their assets under management originate from employer 401Ks or individual clients, demonstrating their expertise in this area. A significant 63% of the assets they manage fall under discretionary management.
In addition to their investment advisory services, Old Oak Financial Planning, Inc. also serves as an insurance broker or agent, further broadening their scope of assistance. The firm boasts a robust client base of over 210 individual clients, with a remarkable total of $112,836,000 in assets under management.
Among the notable team members at Old Oak Financial Planning, Inc., Mark Garbacik and Stacy Starr stand out as the firm's longest tenured registered advisors. Their experience and expertise contribute to the firm's commitment to delivering high-quality financial guidance and services to their clients.
Overall, Old Oak Financial Planning, Inc. operates as a dedicated and knowledgeable investment advisory firm, providing comprehensive services to a diverse clientele while effectively managing assets and striving to achieve optimal financial outcomes for their clients.
POLLOCK INVESTMENT ADVISORS, LLC
Ann Arbor, Michigan
Pollock Investment Advisors, LLC, based out of Ann Arbor, MI, is a reputable small investment advisory firm with a strong presence in the industry. With over 120 individual clients and a substantial $268,909,000 in assets under management, they offer comprehensive financial services tailored to their clients' needs. While employer funds make up a significant portion of their portfolio, 401K and individual accounts account for less than 30% of their assets under management.
Catering mainly to high-net-worth individuals, Pollock Investment Advisors, LLC boasts a remarkable 98% of their managed assets being discretionary. Their team of six dedicated professionals, three of whom provide investment advisory services, ensures personalized attention to each client. With an average of approximately $89,640,000 in assets under management per investment advisor, the firm maintains industry-average standards.
Pollock Investment Advisors, LLC's compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges, providing clients with various options based on their preferences. The firm takes pride in its long-standing advisors, including Nicklaus Areddy, James Pollock, and Robert Pollock, who have contributed significantly to the company's success.
Located in Ann Arbor, MI, Pollock Investment Advisors, LLC operates from a single office, strategically positioning themselves to serve clients efficiently. Through their expertise, dedication, and commitment to delivering exceptional financial guidance, the firm has earned a solid reputation as a trusted partner for individuals seeking tailored investment strategies to achieve their financial goals.
PALATINE HILL WEALTH MANAGEMENT
Ann Arbor, Michigan
Palatine Hill Wealth Management is a small investment advisory firm based out of Ann Arbor, MI, with two offices. With a team of five dedicated professionals, four of whom provide investment advisory services, Palatine Hill offers personalized wealth management solutions to its clients. The firm boasts an impressive average of approximately $39,090,000 in assets under management per investment advisor.
Committed to delivering tailored financial strategies, Palatine Hill's compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's focus primarily lies in managing individual accounts and 401(k) plans, these represent less than 30% of their assets under management. Palatine Hill also possesses the capability to oversee employer funds, extending their expertise to a diverse range of clients.
With a solid reputation in the industry, Palatine Hill manages 100% of the assets under their care on a discretionary basis. This discretionary approach empowers the firm to make informed investment decisions on behalf of their clients, ensuring agility in adapting to market conditions.
Palatine Hill Wealth Management serves a robust client base, consisting of over 120 individuals who entrust the firm with their financial well-being. These clients collectively hold over $156,359,000 in assets under management, a testament to the firm's ability to deliver effective wealth management strategies.
Boasting a team of experienced professionals, Palatine Hill has several long-tenured advisors, including Charles Dabrowski, Richard Eidswick, and Jeff Cheek. Their expertise and commitment to client satisfaction have been instrumental in establishing Palatine Hill as a trusted partner in wealth management within the Ann Arbor community and beyond.
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PALATINE HILL WEALTH MANAGEMENT
Ann Arbor, Michigan
Palatine Hill Wealth Management is a small investment advisory firm based out of Ann Arbor, MI, with two offices. With a team of five dedicated professionals, four of whom provide investment advisory services, Palatine Hill offers personalized wealth management solutions to its clients. The firm boasts an impressive average of approximately $39,090,000 in assets under management per investment advisor.
Committed to delivering tailored financial strategies, Palatine Hill's compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's focus primarily lies in managing individual accounts and 401(k) plans, these represent less than 30% of their assets under management. Palatine Hill also possesses the capability to oversee employer funds, extending their expertise to a diverse range of clients.
With a solid reputation in the industry, Palatine Hill manages 100% of the assets under their care on a discretionary basis. This discretionary approach empowers the firm to make informed investment decisions on behalf of their clients, ensuring agility in adapting to market conditions.
Palatine Hill Wealth Management serves a robust client base, consisting of over 120 individuals who entrust the firm with their financial well-being. These clients collectively hold over $156,359,000 in assets under management, a testament to the firm's ability to deliver effective wealth management strategies.
Boasting a team of experienced professionals, Palatine Hill has several long-tenured advisors, including Charles Dabrowski, Richard Eidswick, and Jeff Cheek. Their expertise and commitment to client satisfaction have been instrumental in establishing Palatine Hill as a trusted partner in wealth management within the Ann Arbor community and beyond.
COLUMBIA ASSET MANAGEMENT, L.L.C.
Ann Arbor, Michigan
Columbia Asset Management, L.L.C. is a reputable investment advisory firm located in Ann Arbor, MI. With a team of six dedicated professionals, five of whom specialize in providing comprehensive investment advisory services, the firm maintains a solid track record in managing client assets. Each investment advisor at Columbia Asset Management manages an average of approximately $58,490,000 in assets, which aligns with the industry average.
Their compensation structure is diverse, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. With over 160 individual clients, the firm boasts an impressive total of $858,843,000 in assets under management. Notably, more than 80% of these assets belong to employer 401K plans and individual clients.
Columbia Asset Management's expertise in managing 401K plans for both employers and employees is well-established, making them a preferred choice in the local market. All of the assets they manage are discretionary, granting the firm the flexibility to make investment decisions on behalf of their clients.
Operating out of one office in Ann Arbor, MI, Columbia Asset Management has built a strong reputation in the community. Their team includes experienced advisors like Linda Meadows, Charlie Cook, and Brian Weisman, who have demonstrated exceptional dedication and longevity in serving clients' financial needs.
Overall, Columbia Asset Management, L.L.C. distinguishes itself as a knowledgeable and trustworthy investment advisory firm, capable of managing substantial assets while providing tailored solutions to a diverse client base.
PINNACLE WEALTH MANAGEMENT, INC.
Brighton, Michigan
Pinnacle Wealth Management, Inc., based out of Brighton, MI, is a leading investment advisory firm that specializes in managing assets for individuals and employer-sponsored 401K plans. With a team of five experienced professionals, they provide exceptional investment advisory services to over 250 individual clients. Pinnacle Wealth Management has established a strong reputation in the industry, managing over $112,692,000 in assets.
What sets Pinnacle Wealth Management apart is their impressive average of approximately $163,640,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' interests.
With a focus on discretion and tailored financial solutions, Pinnacle Wealth Management has gained extensive expertise in managing employer 401K plans and individual assets, which collectively make up half of their assets under management. This specialization has allowed them to excel in the retirement planning space, providing sound investment strategies and personalized advice to their clients.
With two office locations, Pinnacle Wealth Management operates within the local community, serving the diverse investment needs of individuals and businesses. The firm takes pride in its team of seasoned advisors, including Eve Gaiser, Andrew Perri, and Mark Wojno, who have demonstrated long-standing dedication and commitment to their clients' financial well-being.
As a trusted and reputable investment advisory firm, Pinnacle Wealth Management is well-positioned to continue delivering exceptional results and personalized financial guidance to help clients achieve their financial goals and secure their future.
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