Diane Young
Diane Young is a registered investment advisor at Arrowroot Family Office, LLC, based in Rochester Hills, MI, with 34 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,433 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30M+ | 0.75% |
In the Adviser’s discretion, accounts may be charged lower rates than stated in the above fee schedule and smaller accounts (under $500,000) may be charged a higher fee rate.
Fee Estimator
Location
705 Barclay Circle, Suite 125, Rochester Hills, MI, 48307
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Diane is a board member for the Girl Scouts of Southeast Michigan, president of the Women's Democratic Club of Greater Rochester, and owner of "Owning Your Financial Success". She also sells fixed life insurance, health, disability, long-term care, and fixed annuities, dedicating minimal time to the Girl Scouts and a few hours per week to her other activities.
Employment History
Current Registrations
Arrowroot Family Office, LLC
Previous Registrations
Financial Gravity Wealth, INC.
Athena Advisory Services INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
AXA Advisors, LLCBroker
Washington Square Securities, INC.Broker
Tower Square Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Hornor, Townsend & Kent, INC.Broker
New England SecuritiesBroker
Monarch Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.