Up North Financial, LLC is a reputable investment advisory firm based out of Traverse City, MI. With a team of two highly skilled employees, they specialize in providing comprehensive investment advisory services to their diverse clientele. Their expertise in managing assets is evident, with an impressive average of approximately $93,590,000 in assets under management per investment advisor, which aligns with the industry average. The compensation structure at Up North Financial, LLC is designed to cater to the unique needs of their clients. They offer various payment options, including hourly charges and fixed fees, ensuring flexibility and transparency in their client relationships. With over 280 individual clients and a staggering $128,507,000 in assets under management, Up North Financial, LLC has established a solid foundation in the financial industry. A significant portion of their assets under management is derived from employer 401Ks and individuals, highlighting their expertise in this specific area. This experience enables them to deliver tailored investment strategies that align with their clients' long-term goals and financial objectives. Operating out of Traverse City, MI, Up North Financial, LLC boasts a single office, serving as a hub for their operations. Mark Herman and William Flynn are two of the firm's esteemed registered advisors, with extensive tenure at the company. Their dedication and expertise contribute to the firm's reputation for delivering exceptional investment advisory services. Overall, Up North Financial, LLC is a small but formidable investment advisory firm, providing personalized and reliable financial guidance to their discerning clientele. With their discretionary approach and wealth of experience, they continue to build trust and establish themselves as a leading player in the industry.

Centennial Wealth Advisory, LLC, based out of Traverse City, MI, is a trusted local investment advisory firm serving a diverse client base. With over 780 individual clients, Centennial Wealth Advisory manages an impressive $230,439,000 in assets. The firm's success is rooted in their expertise and experience in managing employer 401Ks and individual investments, which collectively make up approximately half of their assets under management. Committed to providing exceptional service, Centennial Wealth Advisory operates from four offices strategically located in Traverse City. The firm's team of ten dedicated employees, including five experienced investment advisors, work diligently to offer tailored financial solutions and comprehensive wealth management strategies. Centennial Wealth Advisory's compensation structure is designed to align with their clients' goals and includes a variety of options such as a percentage of assets under management and fixed fees. This flexibility ensures that clients receive personalized financial advice that fits their unique needs. With an average of $46,090,000 in assets under management per investment advisor, Centennial Wealth Advisory's team delivers industry-standard performance. Notably, the firm takes pride in the long tenures of some of its most experienced advisors, such as Luke Mooi, Arthur Canfield, and Jonathan Torbet, who bring a wealth of knowledge and insight to their clients. Centennial Wealth Advisory, LLC continues to establish itself as a reputable investment advisory firm, providing exceptional service and helping clients achieve their financial goals.

BLUEPRINT PARTNERS LLC, a renowned investment advisory firm, operates from Traverse City, MI, with a commitment to delivering exceptional financial services. With four highly skilled employees, all providing investment advisory expertise, they boast an impressive average of $282,900,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure offers clients a range of options, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with individual needs. BLUEPRINT PARTNERS LLC has established itself as a trusted partner for over 220 individual clients, effectively managing assets totaling $155,000,000. Employer 401Ks and individual accounts contribute significantly to the firm's assets under management, accounting for approximately half of their portfolio. BLUEPRINT PARTNERS LLC has developed extensive experience in this space, enabling them to provide expert guidance and tailored solutions to meet the unique goals of both employers and individuals. As a small yet influential firm, BLUEPRINT PARTNERS LLC operates from a single office in Traverse City, MI. Their team of advisors, including Ann Bollinger, Jonathan Gruber, and Christopher Millward, possesses long-standing tenure and brings a wealth of knowledge and experience to the organization. In summary, BLUEPRINT PARTNERS LLC stands as a leading investment advisory firm, dedicated to providing exceptional service and tailored financial solutions to their diverse clientele. With a robust team of advisors, an exceptional average of assets under management per investment advisor, and a strong presence in the Traverse City community, they continue to uphold their reputation as a trusted partner in the financial industry.

Old Mission Investment Company, LLC is a reputable local investment advisory firm located in Traverse City, MI. With two offices in the area, they have established a strong presence in the community. The company boasts a team of ten dedicated employees, six of whom specialize in providing comprehensive investment advisory services. Known for their expertise in managing assets, Old Mission Investment Company, LLC maintains an average of approximately $100,370,000 in assets under management per investment advisor, aligning with the industry standard. Their compensation structure is flexible and offers various options, including a percentage of assets under management, hourly charges, and fixed fees. A significant portion of their assets under management, over 80%, is derived from employer 401K plans and individual clients. With their extensive experience in handling these types of accounts, they are highly qualified to effectively manage 401K plans for both employers and employees. Furthermore, a substantial 69% of the assets they oversee are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. Old Mission Investment Company, LLC serves an impressive client base of over 830 individuals, managing more than $602,229,000 in assets. The firm takes pride in its long-standing advisors, including Robert Stibbs, Jeffrey Johnson, and Christopher Lamb, who have played integral roles in their continued success. With their local presence, knowledgeable team, and track record of managing substantial assets, Old Mission Investment Company, LLC is a trusted partner for individuals and employers seeking expert guidance and effective wealth management solutions.