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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 884 clients with $780M 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 $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5M+ | 2.00% |
The advisory fee percentage charged may be up to 2.0% annually. The firm uses a tiered schedule where the highest tier reached applies to all assets. Fees are negotiable.
Fee Estimator
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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
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.
Exams
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