SG
SG

Stacey Marie Gomez

15 Years of Experience
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 ManagementAnnual Fee
Up to $2.0M0.95%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.35%
$25.0M - $50.0M0.25%
$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
Loading...

Location

255 South Old Woodward Ave., Suite 310, Birmingham, MI, 48009-6615

Get directions

History

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
June 2010 - Present · 15 yrs 8 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Stacey Marie Gomez - Financial Advisor | TrueAdvisor