Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
193 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$31.7B

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

Two Towne Square, Suite 800, Southfield, MI, 48076

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 →
Other Business Activities

Andrew is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a consulting and tax advisory business. The business is currently inactive and has no revenue.

Employment History
Current Registrations
Kovitz Investment Group Partners, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Kovitz Investment Group Partners, LLC
March 2024 - December 2024 · 9 mos
Telemus Capital, LLC
September 2013 - March 2024 · 10 yrs 6 mos
Telemus Wealth Advisors, LLC
March 2013 - September 2013 · 6 mos
Telemus Investment Management, LLC
October 2010 - September 2013 · 2 yrs 11 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Andrew R Bass - Financial Advisor | TrueAdvisor