EXECUTIVE WEALTH MANAGEMENT, LLC
Brighton, Michigan
3.6
17 Reviews
Executive Wealth Management, LLC is a regional investment advisory firm based out of Brighton, MI. With 11 offices, they provide comprehensive wealth management services to individuals and employer 401Ks. The firm boasts a team of 31 highly skilled professionals, with 25 of them specializing in investment advisory services. With an average of $47,100,000 in assets under management per investment advisor, Executive Wealth Management, LLC remains competitive within the industry. Their compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring alignment with client goals. Notably...
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Assets Under Mgmt

$1.18B

Investment Professionals

25

Locations

10

% 401K & Individual

58%

% Discretionary

98%
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
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other: CONSULTING
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