Plante Moran Financial Advisors

Plante Moran Financial Advisors, LLC is an investment advisor registered with the SEC, providing investment advisory, financial planning, and estate planning services to individuals, institutions, and not-for-profit entities. The firm has been registered with the SEC since May 1993 and is a wholly owned affiliate of P&M Holding Group, LLP. As of December 31, 2024, PMFA had total assets under management of $21,786,469,785, with both discretionary and non-discretionary portfolio advisory services available. PMFA offers a fee structure based on a percentage of assets under management, with annual fees ranging from 1.00% to 0.30%, subject to a minimum annual fee of $5,000. The firm may recommend specific mutual funds, ETFs, separate account managers, and alternative investments. PMFA's investment analysis methods include fundamental and technical analysis, with a focus on equity and fixed income allocations. The firm is a member of the Independent Advisor Group and has affiliations with P&M Holding Group, LLP, P&M Corporate Finance, LLC, Plante Moran Insurance Agency Services, LLC, and Plante Moran Trust, N.A. Clients have the option to limit sharing of personal information for marketing purposes and may opt-out of marketing offers from affiliates. For more information or to opt-out, clients can contact the Compliance Department at 248.223.3611 or 312.928.5349.