Top financial advisors in Auburn Hills, MI
We’ve curated a list of the best financial advisors in Auburn Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$330,391,124
Number of advisors
7 advisors
| $330,391,124 | 7 advisors | |
| 2 |
Assets under management
$177,052,842
Number of advisors
4 advisors
| $177,052,842 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Auburn Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Auburn Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Tfg Advisors
TFG Advisors, based in Auburn Hills, Michigan, has been providing investment advisory services since September 2017. The firm is owned by George Michael Barnhart, Terry John Hirsch, and Paul David Reile. TFG Advisors offers Wealth Management Services to a select group of clients, providing customized financial plans to address individual financial needs and objectives. The firm also offers discretionary Asset Management Services, tailoring investment advice to meet clients' needs and objectives. Clients must grant TFG Advisors discretionary authority to manage their accounts, allowing the firm to make investment decisions on their behalf. Fees for asset management services are based on a percentage of assets under management, with a minimum fee of $1,875 per calendar quarter. TFG Advisors may also provide financial planning, consulting, and financial life planning services at a negotiable hourly rate. The firm does not accept performance-based fees or engage in side-by-side management. TFG Advisors offers investment advice on a variety of securities based on each client's specific financial situation and goals. Clients are responsible for exercising their right to vote on corporate actions and proxy voting. The firm does not vote proxies on behalf of clients. TFG Advisors does not have any disciplinary information to report and maintains strict privacy policies to protect clients' personal information. Clients receive quarterly performance reports and account statements from the custodian holding their assets. The firm does not receive compensation for client referrals and does not participate in class action lawsuits on behalf of clients. Clients may terminate the asset management agreement with 30 days' written notice.
$330,391,124 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesFinancial Life PlanningMelone Private Wealth, LLC
Melone Private Wealth, LLC is a financial advisory firm based in Auburn Hills, Michigan. It currently has approximately $177,052,842 of assets under management and employs about 4 people. Melone Private Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$177,052,842 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Auburn Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Auburn Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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