Michael Thurman is a registered investment advisor at Caitlin John, LLC, based in Clarkston, MI, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 733 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Caitlin John offers investment management under either a wrap fee program (CJWFP) or a non-wrap fee arrangement. The wrap fee cannot exceed 2.48%, and the non-wrap fee cannot exceed 3.0%. Fees are negotiable and may be structured as tiered, tapered, or fixed. The fees cover advisory services, investment management oversight, administrative and custodial services, and may include the use of a third-party investment advisor.
Location
Clarkston, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a co-owner and board member of White Glove Workshop, a marketing services company, dedicating a few hours per week. He is also a marketing consultant for Investwise Financial LLC, spending about 10-20% of his time. Finally, Michael is a successor trustee to a family trust, but spends minimal time on this activity.
Employment History
Current Registrations
Caitlin John, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC.Broker
Vestax Securities CorporationBroker
Titan/value Equities Group, INC.Broker
State Registrations1 state
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