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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.
CND FINANCIAL
Livonia, Michigan
CND Financial, a small investment advisory firm headquartered in Livonia, MI, is dedicated to providing exceptional financial guidance to its clients. With a team of four highly skilled professionals, all of whom specialize in investment advisory services, CND Financial delivers personalized solutions to meet the unique needs and goals of each individual client.
Drawing on their extensive experience, CND Financial's investment advisors consistently manage an impressive average of $24,090,000 in assets. Their comprehensive compensation structure offers clients flexibility, including options such as a percentage of assets under management, hourly charges, and fixed fees.
With a client base of over 140 individuals, CND Financial expertly manages assets totaling more than $127,400,000. Notably, approximately half of their assets under management originate from employer 401K plans and individual investments, showcasing their proficiency in this sector. As a testament to their commitment to their clients' financial well-being, CND Financial exercises complete discretion in managing all the assets entrusted to them.
CND Financial operates out of two offices, strategically located to conveniently serve their clients in the Livonia, MI area. Within the firm, Arthur Cole and William Camp stand as two of the most seasoned and respected registered advisors, exemplifying the expertise and dedication that CND Financial brings to every client relationship.
Whether clients seek long-term investment planning, retirement strategies, or wealth management solutions, CND Financial's exceptional team of professionals is poised to deliver reliable and personalized advice, helping clients navigate the complexities of the financial landscape with confidence.
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.
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.
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.
SPC
Ann Arbor, Michigan
SPC is a reputable regional investment advisory firm headquartered in Ann Arbor, MI. With 610 employees exclusively dedicated to providing investment advisory services, SPC demonstrates its commitment to delivering exceptional financial expertise to its clients. Their impressive average of $314,750,000 in assets under management per investment advisor surpasses the industry average, showcasing their proficiency in managing substantial portfolios.
The compensation structure at SPC encompasses various types, such as a percentage of assets under management and performance-based fees. This multi-faceted approach ensures that the advisors are incentivized to deliver optimal results for their clients while aligning their interests with long-term investment success.
With an extensive client base of over 31,650 individuals, SPC oversees an impressive $5,964,257,000 in assets under management. Notably, approximately half of these assets stem from employer 401Ks or individual accounts, highlighting SPC's expertise and experience in managing retirement funds. Moreover, SPC manages all assets on a discretionary basis, enabling them to make independent investment decisions in line with their clients' objectives.
Operating from 427 offices across the region, SPC has established a strong presence in the financial services landscape. The firm boasts a team of accomplished advisors, with notable long-tenured professionals such as Robert Wayne, John Dante, and Jerome Rydell, who bring a wealth of experience and insight to their clients' investment strategies.
SPC's dedication to exceptional service, substantial assets under management, and experienced team members solidify its position as a leading investment advisory firm in Ann Arbor, MI, and beyond.
VINTAGE FINANCIAL SERVICES LLC
Ann Arbor, Michigan
Vintage Financial Services LLC is a reputable investment advisory firm based out of Ann Arbor, MI. With 16 dedicated employees, including 7 highly skilled investment advisors, Vintage Financial Services provides comprehensive financial guidance to its clients. The firm's impressive average of approximately $129,650,000 in assets under management per investment advisor sets them apart from the industry average.
The compensation structure at Vintage Financial Services encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows them to tailor their services to meet the unique needs of each client.
With a vast client base of over 510 individuals, Vintage Financial Services manages a substantial $771,071,000 in assets. Their expertise in employer 401Ks and individual investments is evident, as nearly half of their assets under management originate from these sources. The firm's track record in this space is highly regarded, reflecting their in-depth knowledge and experience.
Vintage Financial Services operates locally from its Ann Arbor office, serving the community with personalized investment solutions. Notably, Franklin Moore and Nathan Zolynsky are among the firm's longest-tenured registered advisors, showcasing their commitment and expertise in delivering exceptional financial advice.
As a discretionary investment management firm, Vintage Financial Services has full authority to make investment decisions on behalf of their clients. This allows them to efficiently respond to market changes and capitalize on opportunities while prioritizing their clients' best interests.
Vintage Financial Services LLC combines their extensive industry knowledge, personalized approach, and strong client relationships to ensure optimal financial outcomes for their clients in Ann Arbor and beyond.
GREENUP STREET WEALTH MANAGEMENT LLC
Ann Arbor, Michigan
Greenup Street Wealth Management LLC, a local investment advisory firm with three offices in Ann Arbor, MI, is dedicated to providing comprehensive financial services. With a team of 12 employees, nearly all of whom are investment advisors, the firm is well-equipped to meet the diverse needs of its clients.
The investment advisors at Greenup Street Wealth Management average approximately $7,930,000 in assets under management per advisor, reflecting their expertise in managing clients' wealth and delivering favorable investment outcomes.
The firm offers a flexible compensation structure, which includes options such as a percentage of assets under management and performance-based fees. This ensures that clients can choose a compensation arrangement that aligns with their individual financial goals.
With over 300 individual clients and a total of more than $359,407,000 in assets under management, Greenup Street Wealth Management has established itself as a trusted partner in wealth management. Their experience extends to managing employer 401K plans and individual portfolios, with approximately half of their assets under management derived from these sources.
Operating on a discretionary basis, the firm manages 96% of the assets they oversee. This enables them to make informed investment decisions tailored to each client's specific financial objectives and risk tolerance.
Aaron Kirsch, Brad Tatar, and Daniel Greulich are among the longest-tenured advisors at the firm, bringing their wealth of experience and expertise to provide exceptional financial guidance and personalized investment strategies.
Greenup Street Wealth Management is dedicated to delivering tailored solutions and building long-lasting relationships with their clients. Their local presence and commitment to excellence make them a trusted partner in helping clients achieve their financial aspirations.
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GREENUP STREET WEALTH MANAGEMENT LLC
Ann Arbor, Michigan
Greenup Street Wealth Management LLC, a local investment advisory firm with three offices in Ann Arbor, MI, is dedicated to providing comprehensive financial services. With a team of 12 employees, nearly all of whom are investment advisors, the firm is well-equipped to meet the diverse needs of its clients.
The investment advisors at Greenup Street Wealth Management average approximately $7,930,000 in assets under management per advisor, reflecting their expertise in managing clients' wealth and delivering favorable investment outcomes.
The firm offers a flexible compensation structure, which includes options such as a percentage of assets under management and performance-based fees. This ensures that clients can choose a compensation arrangement that aligns with their individual financial goals.
With over 300 individual clients and a total of more than $359,407,000 in assets under management, Greenup Street Wealth Management has established itself as a trusted partner in wealth management. Their experience extends to managing employer 401K plans and individual portfolios, with approximately half of their assets under management derived from these sources.
Operating on a discretionary basis, the firm manages 96% of the assets they oversee. This enables them to make informed investment decisions tailored to each client's specific financial objectives and risk tolerance.
Aaron Kirsch, Brad Tatar, and Daniel Greulich are among the longest-tenured advisors at the firm, bringing their wealth of experience and expertise to provide exceptional financial guidance and personalized investment strategies.
Greenup Street Wealth Management is dedicated to delivering tailored solutions and building long-lasting relationships with their clients. Their local presence and commitment to excellence make them a trusted partner in helping clients achieve their financial aspirations.
ARBOR TRUST WEALTH ADVISORS, LLC
Ann Arbor, Michigan
Arbor Trust Wealth Advisors, LLC is a reputable investment advisory firm located in Ann Arbor, MI. With over 320 individual clients and a remarkable $450,555,000 in assets under management, they have established themselves as a trusted partner for wealth management. While the firm primarily caters to high net worth individuals, they also possess the expertise to oversee employer funds, although these make up less than 30% of their assets under management.
With one office in Ann Arbor, Arbor Trust Wealth Advisors, LLC operates as a small but dedicated team. They boast a total of 10 employees, with four of them specializing in providing investment advisory services. Their compensation structure is flexible and encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients have options that suit their preferences.
Arbor Trust Wealth Advisors, LLC is known for its discretionary approach, as an overwhelming 99% of the assets they manage are under their direct control. This level of discretion allows them to navigate the complexities of the market with agility and make informed investment decisions on behalf of their clients.
The firm's average assets under management per investment advisor stand at approximately $112,640,000, aligning closely with industry standards. Notably, Arbor Trust Wealth Advisors, LLC takes pride in the long-standing expertise of some of their advisors, including Charles Waterhouse, Gary Haapala, and James Winslow, who have been instrumental in delivering exceptional service to their clients. With a solid track record and a commitment to client success, Arbor Trust Wealth Advisors, LLC is poised to continue their growth and make a lasting impact in the financial industry.
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.
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