Vintage Financial Services Llc

Vintage Financial Services Llc

Ann Arbor, Michigan

5.0

2 Reviews

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...see more

Assets Under Mgmt

$771.07M

Investment Professionals

7

Locations

0

% 401K & Individual

77%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Other: INCOME TAX PLANNING AND RETURN PREPARATION

Reviews for Vintage Financial Services Llc

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