Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

• Retirement Income Solutions, Inc.

  Retirement Income Solutions, Inc. (RIS) is a fee-only Registered Investment Adviser established in 1992 and registered with the SEC since 2010. RIS specializes in providing investment advisory services using Active Management, including the Seasonal Strategy. The firm's investment philosophy involves conducting a formal review periodically and reallocating assets as necessary. RIS exercises discretionary trading authority to direct purchases, sales, and other transactions in client accounts. The firm offers Asset Management and Review services customized to meet clients' needs and objectives, with a six-step process that includes determining risk profiles, setting investment policies, making asset allocation recommendations, and reviewing performance regularly. RIS charges fees based on a tiered structure for both Asset Management and Asset Monitoring and Review services, with a minimum account size of $750,000. Fees are billed quarterly in arrears and are negotiable based on account size and complexity. RIS does not charge performance-based fees or engage in side-by-side management. The firm provides services to various types of clients, including individuals, trusts, estates, pension plans, corporations, and non-profit organizations. RIS follows a Code of Ethics and does not engage in commission-based securities transactions. Clients' assets are maintained with a qualified custodian, and RIS has investment discretion to manage client accounts within specified guidelines. Proxy voting is handled directly by clients, and RIS does not provide advice on voting proxies unless requested. The firm does not require pre-payment of fees exceeding $1,200 per client in advance.

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  $2,145,728,163 under management

  20 advisors

  Fee structure

  A percentage of assets under your management

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Pension Consulting Services

  Selection Of Other Advisers

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• Columbia Asset Management, L.l.c.

  Columbia Asset Management, L.L.C. is a registered investment advisor specializing in providing investment advisory services to individuals, trusts, estates, corporations, and charitable organizations. Founded in 1997 by Brian H. Weisman, the firm upholds a fiduciary duty to its clients, ensuring loyalty, fairness, and good faith in managing their investments. The firm offers customized wealth management solutions, including discretionary investment management and financial planning services. Clients can expect a long-term investment approach focused on achieving their financial goals, with investment decisions made based on individual objectives and risk tolerances. Columbia Asset Management primarily uses fundamental analysis and Modern Portfolio Theory in developing investment strategies. The firm does not charge performance-based fees and does not manage proprietary investment funds. The minimum initial investment or account size is not specified in the brochure. Fees for wealth management services are based on the market value of assets under management and are billed quarterly. The firm does not charge a minimum fee. Columbia Asset Management does not accept or maintain custody of client funds, except for limited authority as outlined in the Custody section. The firm's Chief Compliance Officer, Jessica Hoard, ensures the security and confidentiality of clients' personal information. Clients have the right to limit the sharing of their information for marketing purposes. The firm does not disclose personal information for marketing purposes and only shares information with third parties for servicing client accounts. Clients can contact the firm to obtain a copy of the Privacy Policy or address any questions or concerns.

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  $731,281,333 under management

  6 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

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• Exchange Capital Management Inc

  Exchange Capital Management, Inc. is an independent investment advisory firm based in Ann Arbor, Michigan, established in 1989. The firm offers investment advisory and supervisory services for private clients, financial institutions, corporate clients, and foundations. Their investment philosophy emphasizes fundamental security and credit analysis, constructing diversified investment portfolios using individual stock and bond positions. Exchange Capital Management may also invest client assets in mutual funds or ETFs when necessary. The firm requires a minimum account size of $500,000, with management fees based on a tiered market value of assets under management. Exchange Capital Management exercises investment discretion for clients who grant a limited power of attorney, making decisions on the nature and type of securities to be bought and sold. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. Clients receive quarterly reports detailing account activity and performance analysis. Exchange Capital Management does not take discretion with respect to voting proxies on behalf of clients. The firm has engaged a third-party service provider for monitoring and filing securities claims class action litigation paperwork. Exchange Capital Management participated in the Paycheck Protection Plan loan program in response to the COVID-19 pandemic to ensure business continuity.

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  $608,190,079 under management

  13 advisors

  Fee structure

  A percentage of assets under your management

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

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• Arbor Trust Wealth Advisors, LLC

  Arbor Trust Wealth Advisors, LLC is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $445,204,317 of assets under management and employs about 10 people. Arbor Trust Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

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  $445,204,317 under management

  10 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  Pension Consulting Services

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• Greenup Street Wealth Management LLC

  Greenup Street Wealth Management LLC, also known as Greenup Wealth, is a Limited Liability Company established in Michigan in September 2020. The firm's portfolio management services are tailored to individual client goals, risk tolerance, and time horizon. GSWML requests discretionary authority from clients to make investment decisions in line with fiduciary duties. The firm offers ongoing financial planning services, including initial consultations, detailed financial analysis, and client recommendation meetings. GSWML may direct clients to third-party investment advisers and provides services limited to specific types of investments such as mutual funds, fixed income securities, real estate funds, equities, and more. GSWML charges asset-based portfolio management fees ranging from 0.45% to 1.25%, depending on the total assets under management. Financial planning fees are $250 per month or a flat fee of $3,000 annually, with negotiable terms. The firm does not participate in wrap fee programs. GSWML does not accept compensation for the sale of securities and discloses potential conflicts of interest. The firm's investment strategies include long-term trading, short sales, margin transactions, and options trading. Clients have the option to direct brokerage and custodian selection. GSWML provides quarterly account reviews and reports, and clients receive all account statements directly from the custodian. The firm does not accept voting authority for client securities and has professional liability insurance coverage for its services.

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  $346,228,684 under management

  12 advisors

  Fee structure

  A percentage of assets under your management

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Selection Of Other Advisers

  See full profile
• Darden Wealth Group

  Darden Wealth Group, Inc. is a registered investment advisor based in Michigan, offering a client-centered advisory experience to a diverse clientele, including private clients, foundations, educational institutions, businesses, and not-for-profit organizations. The firm emphasizes the importance of a comprehensive financial plan tailored to each client's unique financial profile, encompassing factors such as time horizon, goals, and risk tolerance. Darden Wealth Group provides services such as Private Wealth Management, Financial Planning, Retirement Plan Management, and Pension Consulting, with options for ongoing, quarterly, or hourly engagements. For ongoing Wealth Management clients, the firm offers discretionary authority over accounts, acting as fiduciaries committed to clients' best interests. Fees are structured based on assets under management, with tiered fee schedules and customized investment strategies. Clients can set restrictions on investment types to align with their goals. The firm does not charge performance-based fees and requires a minimum of $500,000 in investable assets from clients. Darden Wealth Group employs a fundamental approach to investing, focusing on stocks, bonds, mutual funds, and other asset classes, with a goal of sustainable growth over the long term. The firm's fee structure includes annual wealth management fees based on household assets, flat fees, and hourly rates for financial planning services. Darden Wealth Group does not engage in performance-based fees or charge hourly fees in addition to asset-based fees. The firm's investment discretion allows for managing securities on clients' behalf, with clients retaining the ability to set limits based on individual preferences for investments or risk. Clients receive regular portfolio reviews and have the option to choose their custodian, with recommendations provided upon request. Darden Wealth Group prioritizes client communication and transparency, emphasizing a client-centric approach to financial planning and investment management.

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  $207,799,048 under management

  5 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Pension Consulting Services

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• Sage Hill Capital

  Sage Hill Capital LLC, established in 2010, specializes in providing customized investment management services with a focus on high customer service levels. The firm offers discretionary investment management and supervisory services based on a percentage of assets under management. Investment strategies include stock, bond, and mutual fund allocations tailored to client needs, with a preference for clients with or expected to have $1 million in investable assets. The firm acts as a fiduciary, prioritizing client interests in retirement account rollover recommendations. Additionally, Sage Hill provides financial planning and consulting services, addressing various financial planning areas. The firm does not charge performance-based fees and mainly serves individuals and high net worth clients. Investment strategies involve a mix of individual stocks, mutual funds, ETFs, and bonds, with a focus on client-specific needs and preferences. Sage Hill Capital does not invest in wrap-fee programs and had $165,302,178.82 in discretionary assets under management as of 12/31/2024. The firm's fee structure is negotiable but does not exceed 1.1% annually, billed quarterly. Sage Hill Capital does not compensate for client referrals and does not vote proxies on behalf of clients. Clients retain responsibility for voting proxies and handling class action suits. The firm does not have custody of client funds and maintains accounts at a qualified custodian. Sage Hill Capital does not have any disciplinary information and has not experienced material changes since its last filing.

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  $143,124,511 under management

  2 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

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• Four Financial Management

  Four Financial Management, operated by Morman, Kaplan, Brilliant, and Fransko, LLC, offers investment management services through their SWM wrap account program. Established in 2016, the firm's co-owners are Michael Kaplan, Alan Brilliant, David Fransko, and Stephen Morman. They customize portfolios for clients based on individual objectives, risk tolerance, and time frames. Investment strategies include asset allocation, income prioritization, capital preservation, and tactical growth. Fees range from 0.25% to 1.50% of assets under management, collected quarterly in advance. Clients in the SWM program pay an annualized advisory fee covering advisory services and transaction execution, without additional brokerage commissions. The firm discloses potential conflicts of interest related to transaction charges and mutual fund share classes. Clients can terminate the agreement with a prorated refund. The firm's investment strategies include asset allocation, tactical asset allocation, and technical analysis. They offer various securities, including mutual funds, stocks, bonds, and alternative investments. The firm reviews accounts annually and maintains compliance with legal and regulatory requirements, including a Code of Ethics. They do not charge performance-based fees or engage in side-by-side management. Clients have the right to vote on securities and are encouraged to review account statements provided by the custodian. The firm does not pay for client referrals and discloses potential conflicts of interest related to compensation arrangements. They do not have custody of client funds and maintain safeguards in line with SEC regulations.

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  $114,600,000 under management

  6 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  REFERRAL COMPENSATION

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Selection Of Other Advisers

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• Vision Capital Partners

  Vision Capital Partners, Inc. is a registered investment advisor established in 2006 and owned by Thomas Duncan. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and pension plans, acting as a fiduciary. Their investment management services include discretionary and non-discretionary management using low-cost, diversified mutual funds, ETFs, and other securities. VCP may recommend third-party asset managers like Buckingham Strategic Partners for fixed income portfolios. The firm also provides financial planning and consulting services, charging hourly fees ranging from $100 to $300 or fixed fees from $3,000 to $25,000. VCP manages $127,441,060 in client assets as of June 30, 2024, on a discretionary basis. The fee structure includes investment advisory fees ranging from 0.40% to 1.85% based on assets under management. VCP does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept or maintain custody of client assets and does not engage in wrap fee programs. Clients receive quarterly brokerage statements directly from the custodian. VCP has a Privacy Policy in place to protect clients' personal information and does not sell or share non-public personal information with third parties for marketing purposes. For more information, visit www.visioncapitalpartners.com or contact (734) 356-3250.

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  $106,331,295 under management

  3 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Commissions

  COMPENSATION AGREEMENTS

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Educational Seminars/workshops

  Family Office Services

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• Arbor Investment Management

  Arbor Investment Management, LLC, established in 2010, is a Registered Investment Advisor based in Ann Arbor, Michigan, providing personalized investment management services for mid to high net-worth individuals, trusts, and corporations. The firm focuses on managing client investment accounts directly, offering financial forecasting, retirement planning, tax planning, and estate planning services. As a fee-only firm, Arbor Investment Management acts as a fiduciary, always prioritizing clients' best interests. The firm does not sell commission-based products and does not act as a custodian of client assets. Arbor Investment Management requires a minimum household portfolio value of $500,000, with the discretion to waive this minimum under certain circumstances. The firm's fees are based on a percentage of assets under management, with a tiered fee schedule. All accounts are managed on a discretionary basis, primarily investing in individual stocks and bonds, with some allocation to mutual funds or exchange-traded funds. The firm employs fundamental analysis techniques and offers comprehensive financial forecasting. The firm's President, Stan Learman, CFA, and Senior Vice President, Matthew G. Fahrney, CFP®, have extensive experience and professional certifications in the financial industry. Arbor Investment Management does not engage in performance-based fees, side-by-side management, or receive compensation from custodians, brokers, or mutual fund companies. Clients receive regular reports on portfolio performance and have the right to vote on proxies. The firm's investment advisors are committed to upholding high ethical standards and providing transparent, client-focused services.

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  $101,000,000 under management

  2 advisors

  Fee structure

  A percentage of assets under your management

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

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