Act Two Financial Advisors, Llc
Bay City, Michigan
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 ...
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Assets Under Mgmt

$27.08M

Investment Professionals

2

Locations

0

% 401K & Individual

60%

% Discretionary

100%
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
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.