SS&H Financial Advisors manages investment portfolios and provides investment advice for individuals, trusts, charitable organizations, and foundations. SS&H Financial Advisors focuses on setting realistic investment objectives, evaluating risk tolerance, and protecting assets through fundamental and technical analysis of stocks, bonds, exchange-traded funds, mutual funds, and other securities. SS&H Financial Advisors operates independently from its office in Troy, Michigan, and requires a minimum of $350,000 available for investment.
Assets Under Management$480M
Clients116
Advisors2
Avg. per Client$4.2M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Any deviation from this schedule will be agreed upon and detailed in writing.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...