Brittany Culver is a registered investment advisor at Financial Strategies Group, INC, based in Okemos, MI, with 4 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,224 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Strategies Group manages investment portfolios for clients, charging a fee based on the value of the account. The maximum annual fee is 1.50%. Fees are negotiable and are deducted from client accounts. FSG may use third-party investment advisory firms to help implement investment portfolios.
Location
2270 Jolly Oak Road, Suite 2, Okemos, MI, 48864
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Strategies Group, INC
State Registrations2 states
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