Deseranno Wealth Planning

DeSERANNO Wealth Planning, a registered investment adviser established in 1999, offers personalized financial planning and investment management services in Grosse Pointe Farms, Michigan. The firm's principal owner is Robert Rahaim. Financial planning services involve creating tailored plans based on clients' financial circumstances and objectives, with a minimum quarterly retainer fee of $750. Investment management services include discretionary and non-discretionary options, with an annual fee of 1% of assets under management, billed quarterly. The firm primarily advises on equity securities, corporate debt securities, mutual funds, and other investments based on client goals and risk tolerance. DeSERANNO utilizes fundamental and cyclical analysis, long-term and short-term purchases, and may provide advice on various investment types. The firm does not accept performance-based fees, has no disciplinary history, and does not engage in side-by-side management. Clients include individuals, trusts, and corporations, with a minimum annual retainer of $3,000 for financial planning and a $100,000 minimum account size for investment management. DeSERANNO exercises investment discretion with client approval and provides ongoing account monitoring and annual reviews. The firm does not have custody of client funds and maintains strict privacy policies to protect client information. For more details, visit www.deseranno.com or contact (313) 885-0114.