Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
323 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$619.8M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
David Werner Lentz
Location
74 E. Long Lake Rd., Suite 200, Bloomfield Hills, MI, 48304
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
Northern Financial Advisors, INC
May 2006 - Present · 19 yrs 9 mos
State Registrations4 states
CAFLMITX
Advisor
Exams
No exam information available for this advisor.
Contact
David Werner Lentz