Top financial advisors in Grand Haven, MI
We’ve curated a list of the best financial advisors in Grand Haven, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$213,881,309
Number of advisors
6 advisors
| $213,881,309 | 6 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 Grand Haven, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Haven. 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.
Abbit Management Corp
Abbit Management Corp., established in 1980, offers fee-based portfolio management services for individuals, corporate entities, and financial institutions. The firm specializes in asset management for pre-paid funeral programs through its Master Trust Management service and provides retirement planning services for employers and employees. President Joseph E. Risselade, the firm's sole owner, ensures compliance with federal and state securities regulations. Abbit acts as a fiduciary, prioritizing clients' best interests in investment recommendations. The firm manages $232,652,456 in discretionary assets across 446 accounts as of June 30, 2024. Investment strategies focus on long-term growth and conservative approaches, tailored to individual client needs. Abbit's Master Trust Management service safeguards and grows funds from pre-need funeral contracts, offering investment options ranging from fixed income to equity-based mutual funds. The firm charges a negotiated percentage of assets under management, typically not exceeding 1.5% annually, with fees calculated quarterly. Abbit does not charge performance-based fees and maintains a client-focused approach in brokerage practices, seeking best execution for client transactions. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. Clients are encouraged to review account statements regularly and may terminate agreements at any time. Abbit's personnel are registered as investment adviser representatives and have no financial hardship disclosures. The firm prioritizes client privacy and has a Business Continuity Plan in place for emergency situations.
$213,881,309 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio 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 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 Grand Haven, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Haven. 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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