Assets Under Management
$832.8M
Number of Clients
373
Number of Advisors
N/A
Average Client AUM
$2.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Exchange Capital Management offers investment advisory and supervisory services, emphasizing fundamental security and credit analysis. They construct diversified portfolios using individual stocks and bonds, but may use mutual funds or ETFs. Financial planning is offered at no additional charge and includes asset allocation, investment policy statements, retirement planning, cash flow projections, and insurance planning. Client accounts are managed based on individual financial situations and investment objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.35% |
In certain circumstances, Exchange Capital Management may negotiate the fee charged and/or the frequency and timing of payment. This would include substantial accounts and is at the sole discretion of Exchange Capital Management.
110 N. Miller Ave., 1st Floor, Ann Arbor, MI, 48104