Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
683 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.3B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
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Location
255 South Old Woodward Ave., Suite 310, Birmingham, MI, 48009-6615
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Planning Alternatives LTD
February 2018 - Present · 8 yrs
Previous Registrations
Wealthcare Advisors, LLC
April 2012 - February 2018 · 5 yrs 10 mos
Planning Alternatives LTD
May 2010 - February 2018 · 7 yrs 9 mos
Oakland Wealth Management, INC.
March 2007 - December 2009 · 2 yrs 9 mos
State Registrations2 states
MIWY
Advisor
Exams
No exam information available for this advisor.