MD
CFP
MD
CFP

Michael Demeyere

15 Years of Experience
Brighton, MI

Michael Demeyere is a CFP-designated registered investment advisor at Summit Wealth Strategies Group, LLC, based in Brighton, MI, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 54 clients with $60M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
54 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$60.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.80%
$1.0M - $3.0M0.60%
$3M+0.60%

Fees are negotiable for accounts over $3,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Brighton, MI

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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.

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Employment History
Current Registrations
Summit Wealth Strategies Group, LLC
April 2010 - Present · 16 yrs
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Demeyere - Financial Advisor | TrueAdvisor