| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
Northville, MI
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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 →Alan is a contract instructor for Dalton Education/CeriFi, teaching financial professionals seeking the CFP designation. He dedicates about 10-20% of his time to this activity, which occurs outside of normal business hours.