Plante Moran Financial Advisors (PMFA) offers investment advisory, financial planning, and estate planning services to individuals, institutions, and non-profit entities. PMFA develops a strategic asset allocation plan based on your goals, risk tolerance, and time horizon. They offer both discretionary and non-discretionary portfolio advisory services, including investment selection, transaction execution, performance reporting, and ongoing monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Exceptions to the published fee schedule apply to clients who engaged our services under a prior fee schedule or will be considered on an individual case basis. Fees for services provided to clients of Plante Moran Trust are subject to the Agreement between those affiliated entities and vary from the rates above.