Assets Under Management

$1.2B

Number of Clients

1,068

Number of Advisors

11

Average Client AUM

$1.1M

AUM per Advisor

$107.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

C2 Private Wealth provides investment supervisory services (asset management) and financial planning/consulting. Asset management includes discretionary portfolio management. Financial planning is offered for those not using asset management, with fixed or hourly fees. They also offer qualified plan consulting.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Location

29409 Haggerty Road, Suite 200, Novi, MI, 48377

11 Advisors at this firm

C2 Private Wealth | TrueAdvisor