Bryan Haggard is a CFA, CFP-designated registered investment advisor at Retiremitten Financial LLC, based in Milford, MI, with 13 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Cross-Border Planning, Education Planning, High Net Worth, and 4 more. Their firm serves 150 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Financial planning fees will be offset for related advisory services attributed to Client assets under management. The annual fees are negotiable.
Fee Estimator
Location
522 N Main St, Ste 200, Milford, MI, 48381
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Regulatory History
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
Retiremitten Financial LLC
Previous Registrations
Mainstay Capital Management, LLC
State Registrations2 states
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
Additional Information
When Don and Kim walked into the office, the issue wasn't that they hadn't saved enough for retirement. The issue was that they weren’t comfortable spending their money. Don and Kim were so nervous about running out of money, they decided the best option was to spend none of it. The only people benefiting from Don and Kim’s retirement plan was the kids’ inheritance.