Ann Shadle is a CFP-designated registered investment advisor at Dahring | Cusmano and Associates, based in Novi, MI, with 24 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 733 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dahring | Cusmano charges an annual advisory fee for investment management services, agreed upon with each client. The fee can be a fixed amount or a percentage of the value of your portfolio, up to 2.0% annually. For some clients, a tiered schedule is used, but the percentage for the highest range of your portfolio value applies to all assets. Fees are paid in advance, based on the average daily balance of your accounts during the preceding quarter.
Location
26200 Town Center Dr., Suite 100, Novi, MI, 48375
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dahring | Cusmano and Associates
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
LPL Financial LLCBroker
LPL Financial LLCBroker
Cig SecuritiesBroker
Berthel, Fisher & Company Financial Services, INC.Broker
Continental Capital Investment Services, INC.Broker
Securities America, INC.Broker
State Registrations1 state
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