Top financial advisors in Clinton Township, MI
We've curated a list of the best financial advisors in Clinton Township, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $97,056,384 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Clinton Township, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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.
Premier Estate Planners, LLC
Premier Estate Planners, LLC is a registered investment adviser based in Clinton Township, Michigan, providing wealth management services since 2002. The firm, owned by Donald P. Carnaghi and Thomas R. Mazza, offers personalized investment advisory services, including portfolio management, selection of other advisers, savings plan management, and financial planning services. Premier Estate Planners, LLC operates as a fee-only independent financial adviser, working with discretionary and non-discretionary accounts to maximize client wealth through education, commitment, and professional partnerships. The firm's portfolio management services include customized investment portfolios tailored to clients' risk tolerance and investing objectives, with fees ranging from 0.50% to 1.50% annually based on assets under management. Clients granting discretionary authority allow the firm to manage their accounts without prior approval for each transaction. The firm also offers savings plan management services for company-sponsored qualified savings plans, with fees based on account value. Premier Estate Planners, LLC does not accept performance-based fees, participates in side-by-side management, or have any disciplinary information to report. Clients have the option to terminate agreements with a 30-day notice and may request account reviews quarterly. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect clients' personal information. For any inquiries, clients can contact Don Carnaghi at 586-228-7772.
$97,056,384 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD PARTY ADVISORY FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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.
Get matched with an advisorMethodology
To find the top financial advisors in Clinton Township, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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