Top financial advisors in Grosse Pointe Farms, MI
We've curated a list of the best financial advisors in Grosse Pointe Farms, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $345,827,000 Number of advisors 7 advisors | |||
| 2 | Assets under management $159,572,625 Number of advisors 7 advisors | |||
| 3 | Assets under management $989,712,642 Number of advisors 7 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 Grosse Pointe Farms, 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.
Pointe Capital Management LLC
Pointe Capital Management LLC is a financial advisory firm based in Grosse Pointe Farms, Michigan. It currently has approximately $345,827,000 of assets under management and employs about 7 people. Pointe Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$345,827,000 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investment Consulting
Deseranno Wealth Planning
DeSERANNO Wealth Planning, a registered investment adviser established in 1999, offers personalized financial planning and investment management services in Grosse Pointe Farms, Michigan. The firm's principal owner is Robert Rahaim. Financial planning services involve creating tailored plans based on clients' financial circumstances and objectives, with a minimum quarterly retainer fee of $750. Investment management services include discretionary and non-discretionary options, with an annual fee of 1% of assets under management, billed quarterly. The firm primarily advises on equity securities, corporate debt securities, mutual funds, and other investments based on client goals and risk tolerance. DeSERANNO utilizes fundamental and cyclical analysis, long-term and short-term purchases, and may provide advice on various investment types. The firm does not accept performance-based fees, has no disciplinary history, and does not engage in side-by-side management. Clients include individuals, trusts, and corporations, with a minimum annual retainer of $3,000 for financial planning and a $100,000 minimum account size for investment management. DeSERANNO exercises investment discretion with client approval and provides ongoing account monitoring and annual reviews. The firm does not have custody of client funds and maintains strict privacy policies to protect client information. For more details, visit www.deseranno.com or contact (313) 885-0114.
$159,572,625 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Robinson Capital Management, LLC
Robinson Capital Management, LLC is a registered investment adviser specializing in equity and fixed income strategies. Established in Delaware, the firm is owned by James C. Robinson and manages over $1.4 billion in assets. Their equity strategies focus on closed-end and special purpose acquisition company investments, while traditional fixed income strategies include various bond types. The firm offers discretionary and non-discretionary accounts, with a minimum account size of $1 million for equity portfolios and $5 million for fixed income portfolios. Fees are negotiable and typically based on a percentage of assets under management. Robinson Capital may use soft dollars for research services and aggregates trades for best execution. The firm has a Code of Ethics, cyber security policy, and proxy voting procedures in place to protect client interests. They do not maintain custody of client assets and prioritize client privacy. For more information, clients can contact the Compliance Department at (313) 821-7000.
$989,712,642 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
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 Grosse Pointe Farms, 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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