Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
32 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$281K average
Assets Under Management
$439.6M

Fee Structure

Financial Planning:Included in AUM fee
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Location

215 East Big Beaver Rd., Suite 500/600, Troy, MI, 48083

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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.

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Employment History
Current Registrations
Foguth Wealth Management, LLC.
August 2024 - Present · 1 yr 6 mos
Previous Registrations
MML Investors Services, LLC
February 2024 - August 2024 · 6 mos
MML Investors Services, LLCBroker
February 2024 - August 2024 · 6 mos
Fisher Investments
November 2021 - June 2023 · 1 yr 7 mos
Calamos Financial Services LLCBroker
October 2018 - October 2021 · 3 yrs
Calamos Advisors LLC
October 2018 - October 2021 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - October 2018 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - October 2018 · 4 yrs
State Registrations2 states
MIVA
Advisor
Exams
No exam information available for this advisor.