Wendy Simmons is a registered investment advisor at Dahring | Cusmano and Associates, based in Novi, MI, with 16 years of industry experience. Wendy 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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Current Registrations
Dahring | Cusmano and Associates
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Ele Advisory Services, INC
Ele Wealth Advisors, INC.Broker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Legend Equities CorporationBroker
Ele Wealth Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Securities America, INC.Broker
J.W. Cole Financial, INC.Broker
Investors Capital CORP.Broker
State Registrations1 state
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