Assets Under Management
$21.8B
Number of Clients
3,728
Number of Advisors
123
Average Client AUM
$5.8M
AUM per Advisor
$177.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Plante Moran Financial Advisors (PMFA) provides investment advisory services, financial planning, and estate planning to individuals, institutions, and not-for-profit entities. They offer discretionary and non-discretionary portfolio advisory services, developing strategic asset allocation plans based on client goals and risk tolerance. PMFA also provides nonrecurring services and general financial planning services.
| Assets Under Management | 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% |
Accounts below $500,000 charged the minimum fee will experience a fee greater than the published fee schedule. 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.
3000 Town Center, Suite 100, Southfield, MI, 48075