Lejeune Puetz Investment Counsel
Traverse City, Michigan
Lejeune Puetz Investment Counsel, a reputable investment advisory firm based out of Traverse City, MI, specializes in providing tailored financial solutions to high net worth individuals. With a dedicated team of experts, they manage a substantial portfolio of assets totaling over $342,045,000 for their esteemed clientele. Operating from a single office, Lejeune Puetz Investment Counsel offers a comprehensive range of investment advisory services. As a discretionary asset manager, they possess full authority to make investment decisions on behalf of their clients, ensuring a personalized and hands-on approach. Their compensation ...
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Assets Under Mgmt

$342.04M

Investment Professionals

1

Locations

0

% 401K & Individual

1%

% 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
Portfolio management for businesses or institutional clients
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