ARBOR TRUST WEALTH ADVISORS, LLC
Ann Arbor, Michigan
5.0
1 Review
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 prov...
See more
Loading...

Assets Under Mgmt

$450.55M

Investment Professionals

4

Locations

0

% 401K & Individual

22%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.