David Lentz is a CFP-designated registered investment advisor at Northern Financial Advisors, INC, based in Bloomfield Hills, MI, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 324 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Contact
David Lentz
Location
74 E. Long Lake Rd., Suite 200, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Northern Financial Advisors, INC
State Registrations4 states
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Exams