Plante Moran Financial Advisors manages investment portfolios and offers personalized financial planning, tax planning, and estate planning services. The firm builds customized asset allocation strategies using mutual funds, exchange-traded funds, and alternative investments, while actively monitoring client portfolios. As an affiliate of a large public accounting and management consulting firm, Plante Moran Financial Advisors frequently works with clients who have complex financial situations, including business owners, high-net-worth individuals, and families seeking comprehensive wealth management.
Assets Under Management$25B
Clients3,917
Advisors130
Avg. per Client$6.4M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
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% |
A minimum annual fee of $5,000 applies. Fees are calculated and billed quarterly in arrears based on the average daily balance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
130 Advisors at this firm
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