DBS Investment Advisers, LLC, headquartered in Bay City, MI, is a small investment advisory firm with two offices. With a total of seven employees, three of whom provide investment advisory services, the firm offers personalized financial guidance to clients. Each investment advisor manages an average of approximately $54,990,000 in assets, which aligns with the industry average. DBS Investment Advisers' compensation structure includes various types, such as a percentage of assets under management and hourly charges, ensuring flexibility to meet clients' needs. Although 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise to manage employer funds as well. Notably, all of the assets under their management are discretionary, allowing the firm to make investment decisions on behalf of their clients. With an extensive client base, DBS Investment Advisers serves over 300 individual clients, overseeing more than $164,969,000 in assets. The firm takes pride in its experienced team, including Jeffrey Brink, Zachary Rivard, and Theodore Schumann, who have demonstrated longstanding commitment and expertise in the industry. DBS Investment Advisers, LLC strives to provide comprehensive financial advice tailored to their clients' unique circumstances, helping them pursue their financial goals effectively. By combining personalized service, industry knowledge, and a commitment to excellence, the firm aims to build long-lasting relationships with their clients based on trust and superior financial guidance.

Derbend Asset Management is a highly regarded investment advisory firm headquartered in Peachtree City, GA. They have built a strong reputation by providing expert financial guidance to a wide range of clients, including over 440 individual clients. The firm boasts an impressive $192,627,000 in assets under management, demonstrating their ability to effectively oversee and grow client investments. One notable aspect of Derbend Asset Management is their specialization in employer 401Ks and individual investments. They have extensive experience in this sector, allowing them to offer tailored solutions to meet the unique needs and goals of each client. The firm takes pride in the fact that 99% of the assets they manage are discretionary, indicating the high level of trust their clients place in their expertise. The team at Derbend Asset Management consists of six dedicated professionals, including four investment advisors. This ensures that each client receives personalized attention and strategic financial planning to help them achieve their financial objectives. The firm's compensation structure includes various types, such as a percentage of assets under management, aligning their interests with the success of their clients. On average, each investment advisor at Derbend Asset Management oversees approximately $48,160,000 in assets under management. This figure is in line with industry standards and further emphasizes the firm's ability to manage substantial portfolios effectively. The firm's success can be attributed, in part, to the expertise and commitment of their seasoned advisors. Noteworthy individuals in their team include Preston Sharpe, Brian Chustz, and Emmett Beard, who are industry veterans. Their extensive knowledge and dedication to client satisfaction have played a significant role in the firm's achievements. While Derbend Asset Management is headquartered in Peachtree City, GA, they serve clients from diverse geographical locations. Despite their reach, the firm maintains a strong presence within the local community, contributing to its reputation as a trusted partner for individuals and businesses seeking sound financial guidance. In summary, Derbend Asset Management is a reputable investment advisory firm known for its strategic financial planning and expertise in managing employer 401Ks and individual investments. With an impressive asset under management figure of $192,627,000 and a diverse clientele, the firm's success can be attributed to their team of seasoned advisors, personalized attention to clients, and commitment to helping clients achieve their financial goals.

Act Two Financial Advisors, LLC is a reputable investment advisory firm located in Bay City, MI. With a single office, this small yet dedicated firm has established itself as a trusted resource for individuals and employers seeking expert financial guidance. With a team of two highly skilled professionals, Act Two Financial Advisors, LLC offers comprehensive investment advisory services. The firm boasts an impressive average of $13,540,000 in assets under management per investment advisor, showcasing their ability to effectively manage substantial portfolios. Act Two Financial Advisors, LLC operates under a flexible compensation structure, which includes options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability ensures that clients have access to suitable payment arrangements that align with their unique needs. A significant portion of Act Two Financial Advisors, LLC's assets under management originates from employer 401Ks and individuals, highlighting their extensive experience and proficiency in this specialized area. Demonstrating their commitment to client satisfaction, the firm manages 100% of their assets on a discretionary basis, allowing them to make informed investment decisions on behalf of their clients. With a diverse client base of over 70 individuals, Act Two Financial Advisors, LLC has successfully accumulated over $27,080,000 in assets under management. Their track record of success, combined with their personalized approach, has solidified their reputation as a go-to financial advisory firm in the Bay City area.

Gardey Financial Advisors Inc, based out of Saginaw, MI, is a small investment advisory firm that has been providing exceptional financial services since its establishment. With a total of 5 dedicated employees, including two experienced investment advisors, Gardey Financial Advisors Inc boasts an impressive average of approximately $1,152,260,000 in assets under management per investment advisor, which exceeds the industry average. Gardey Financial Advisors Inc prides itself on its comprehensive compensation structure, which includes various types such as a percentage of assets under management and performance-based fees. With over 110 individual clients and a staggering $195,045,000 in assets under management, the firm primarily caters to high net worth individuals. While managing 401K and individual accounts accounts for less than 30% of their assets under management, Gardey Financial Advisors Inc possesses the capability to effectively handle employer funds as well. An astounding 84% of the assets they manage are discretionary, showcasing the firm's expertise in providing tailored investment strategies. Operating from a single office, Gardey Financial Advisors Inc has cultivated a strong reputation in the industry. The firm takes pride in the expertise and experience of their longest tenured advisors, including Melissa Seamon, Jonathan Gardey, and Kim Gardey, who have played instrumental roles in the firm's success. Gardey Financial Advisors Inc's commitment to personalized financial solutions, vast expertise, and impressive assets under management make them a sought-after choice for individuals and businesses alike. With a strong track record and a dedication to delivering exceptional service, Gardey Financial Advisors Inc is poised to continue providing reliable financial guidance and wealth management solutions for years to come.