Top financial advisors in Bingham Farms, MI
We’ve curated a list of the best financial advisors in Bingham Farms, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$113,200,000
Number of advisors
2 advisors
| $113,200,000 | 2 advisors | |
| 2 |
Assets under management
$43,310,206
Number of advisors
3 advisors
| $43,310,206 | 3 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 Bingham Farms, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bingham Farms. 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.
Lightsquare Wealth Management, LLC
LightSquare Wealth Management LLC is a financial advisory firm based in Bingham Farms, MI, established in June 2023. The firm specializes in providing investment advisory services to individuals and various clients. As a fiduciary, LightSquare Wealth Management is committed to acting in the best interest of clients. The firm offers asset management services tailored to individual needs, including portfolio creation and monitoring. Additionally, they provide financial planning and consulting services covering various financial aspects. For retirement plan consulting, the firm assists employers in establishing and monitoring participant-directed retirement plans. Clients can invest in a wide array of securities, including stocks, bonds, ETFs, and mutual funds. The firm utilizes third-party investment advisors for portfolio implementation and conducts regular reviews of client accounts. LightSquare Wealth Management charges a maximum annual fee of 1.95% for asset management services, with fees billed quarterly in advance. The firm does not participate in performance-based fees or side-by-side management. Clients have the option to grant investment discretion to the firm, allowing them to execute transactions on their behalf. The firm does not accept proxy authority to vote client securities. LightSquare Wealth Management does not have financial disclosures to report. For more information, clients can contact John Edmonds, the Chief Compliance Officer, President, and Chief Investment Officer, at 248-641-3540 or [email protected].
$113,200,000 under management
2 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersArthur Zaske & Associates, LLC
Arthur Zaske & Associates, LLC is a registered investment advisor specializing in asset management and investment consulting services. The firm, established in 2016, focuses on providing innovative and objective portfolio management to high net-worth individuals, families, endowments, trusts, and other investment advisory firms. Clients can expect services such as discretionary asset management, asset allocation consulting, client-specific investment planning, and investment monitoring with consolidated reporting. The firm may recommend investment strategies available through unaffiliated third-party investment managers to help clients meet their objectives. Clients have the option to grant limited discretionary authority to select sub-advisors to manage their accounts, with the sub-advisor managing assets according to the client's investment policy statement. The firm does not participate in wrap-fee programs and has assets under management totaling $102,274,102. Fees for services are negotiable, with annual management fees typically ranging from 0.20% to 1.00% of the portfolio value. Fees are payable quarterly in advance for discretionary investment management services, and clients may incur additional fees related to mutual funds, ETFs, and other investments used in their portfolios. Arthur Zaske & Associates, LLC does not manage accounts with performance-based fees and primarily serves high net-worth individuals, families, charitable institutions, foundations, endowments, estates, private investment funds, and trusts. The firm's investment strategies include Dynamic Asset Allocation, Global Equity, and Tactical Income, each tailored to specific objectives and risk profiles. Clients have the option to grant discretionary authority for investment decisions, with the firm exercising discretion in line with stated investment objectives. The firm's investment philosophy involves fundamental and technical analysis of the US and global economies, as well as specific securities, to provide tailored investment advice. Clients receive ongoing account reviews and performance reports, ensuring transparency and alignment with their investment goals. Arthur Zaske & Associates, LLC upholds a Code of Ethics and prioritizes client interests in all investment decisions.
$43,310,206 under management
3 advisors
Fee structure
A percentage of assets under your management
FIXED QUARTERLY RETAINER
Services offered
Portfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersClient Centered Investment Consulting
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 Bingham Farms, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bingham Farms. 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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