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
| $97,056,384 | 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 Clinton Township, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clinton Township. 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.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesSelection 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.
Methodology
To generate our top financial advisors list in Clinton Township, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clinton Township. 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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