Adam Funk is a CFP-designated registered investment advisor at Savings Coach, LLC, based in Troy, MI, with 15 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 77 clients with $11M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be lower than the stated rate and can be negotiated.
Fee Estimator
Location
755 W. Big Beaver Rd, Suite 101, Troy, MI, 48084
Get directionsHistory
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 ActivitiesSells Insurance
Adam is an independent insurance agent selling life, annuity, long-term care, and health insurance, dedicating a few hours per week to this activity. He also prepares taxes, is a mortgage loan originator, and has an ownership interest in PivotalEdge Capital, LLC, dedicating minimal time to the latter two.
Employment History
Current Registrations
Savings Coach, LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
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.