Assets Under Management
$43.7M
Number of Clients
102
Number of Advisors
2
Average Client AUM
$429K
AUM per Advisor
$21.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Advize Wealth Management offers wealth management encompassing investment management and financial planning. They develop investment plans based on client goals and risk tolerance. They also provide comprehensive financial planning for individuals and high-net-worth individuals, covering various areas like cash flow, college savings, and retirement planning.
429 S. Main Street, Rochester, MI, 48307