Dahring | Cusmano And Associates

Dahring | Cusmano LLC, established in 2019, is a Michigan-based investment advisory firm registered with the SEC. The firm offers personalized financial planning and investment advisory services to individuals and entities, including high net worth individuals, family offices, trusts, and retirement plans. Services include comprehensive financial planning, investment management on a discretionary basis, and non-discretionary consulting services. The firm primarily invests in mutual funds, ETFs, equity securities, bonds, REITs, and variable annuities. Dahring | Cusmano acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. The firm charges fees based on a percentage of assets under management or fixed fees, with financial planning services having a client-specific fee. Clients are not obligated to implement recommendations, and the firm does not guarantee financial goals will be met. The firm does not charge performance-based fees or engage in side-by-side management. Clients have the option to grant investment discretion to Dahring | Cusmano, allowing the firm to make investment decisions on their behalf. The firm does not vote proxies on behalf of clients. Dahring | Cusmano does not disclose financial information as it does not require prepayment exceeding $1,200, has no financial conditions impairing its commitments, and has not been subject to bankruptcy. For more details, visit www.adviserinfo.sec.gov.