John Lesser is a CFA, CFP-designated registered investment advisor at Plante Moran Financial Advisors, based in Southfield, MI, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,817 clients with $23B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Exceptions to the published fee schedule apply to clients who engaged our services under a prior fee schedule or will be considered on an individual case basis. Fees for services provided to clients of Plante Moran Trust are subject to the Agreement between those affiliated entities and vary from the rates above.
Fee Estimator
Location
3000 Town Center, Suite 100, Southfield, MI, 48075
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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 →Other Business Activities
John is a partner at Plante & Moran, PLLC and a director at Plante Moran Trust, Plante Moran Real Estate Investment Advisors, and Plante Moran Corporate Finance. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Plante Moran Financial Advisors
State Registrations3 states
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