Fiduciary – Acting In Your Best Interest

We pride ourselves on transparency and acting in your best interests. As a fiduciary, we are legally bound to act in your best interests. We are also “fee-only” financial planners serving the Ann Arbor and Chicago regions, along with the surrounding communities, which means we do not sell products and 100% of our revenue comes directly from clients. You can be confident that the advice we give you is based on understanding and expertise, not commissions.

Relationship Focused

Our focus on wealth-growing topics and comprehensive financial planning encourages long-term relationships. Therefore, we limit how many relationships we manage. Each advisor is limited to leading 50-75 relationships.

Staying Informed With Timely And Relevant Information

At the end of the day, we want to make sure you stay informed so you have the resources and confidence to make smart decisions, as well as the comfort of knowing that we are doing what is best for you financially.

You will have access to the following:

  • A dedicated financial advisor who will return your inquiries and questions in a timely fashion
  • A personalized financial plan based off of your needs, risks, tolerances, and goals
  • Weekly or Monthly Investment Summary
  • Quarterly Market Reviews with a financial advisor
  • Quarterly Meetings
  • Periodic updates from CFP
  • And so much more

Fee Transparency:

Comprehensive Financial Plan:

  • .99% of first $1M of investable assets
  • .89% of next $1M
  • For plans over 2M, reduced percentage, or a negotiable flat fee depending on complexity and size of the plan
  • Minimum $1,250 per quarter

Corporate Retirement Plans:

  • Fixed dollar retainer structure
  • Fee-based off of complexity of the plan, number of participants, and plan assets
  • Minimum $1,250 per quarter
  • The fee can be paid directly by the employer or indirectly through fee on participants’ plans