Assets Under Management
$4.5B
Number of Clients
6,882
Number of Advisors
29
Average Client AUM
$655K
AUM per Advisor
$155.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Advance Capital Management offers investment advisory and consulting services to individuals, retirement plans, and institutions. They specialize in financial planning for individuals, creating detailed plans based on risk tolerance and objectives. They also provide institutional investment consulting and sub-advisory services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee.
One Towne Square, Suite 444, Southfield, MI, 48076