Assets Under Management
$183.4M
Number of Clients
733
Number of Advisors
20
Average Client AUM
$250K
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Caitlin John, LLC provides customized advisory services including investment management, financial planning, consulting (AUA), and qualified retirement plan services. IARs work with clients to establish goals and risk tolerance, recommending suitable investment products and strategies. The firm may use TPIAs and offers both wrap and non-wrap fee arrangements.
1024 E. Grand River Ave, Suite B, Brighton, MI, 48116