Top financial advisors in Rochester Hills, MI
We’ve curated a list of the best financial advisors in Rochester Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$157,481,572
Number of advisors
3 advisors
| $157,481,572 | 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 Rochester Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rochester Hills. 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.
Life Plan Financial Advisory Group, LLC
LifePlan Financial Advisory Group, LLC was established in 2004 by Keith Barr and Catherine Gearig in Rochester Hills, MI. The firm offers investment management, third-party asset management, and financial planning services. Investment management services include developing individualized investment strategies, ongoing portfolio management, and regular reviews. Third-party asset management involves selecting suitable managers based on factors like management style and risk tolerance. Financial planning services cover various areas such as retirement planning, investment planning, and estate planning. The firm operates on a fee-only basis, with investment management fees ranging from 1.30% to 0.40% based on assets under management. Financial planning fees are charged hourly or at a fixed rate, with a minimum project fee of $750. LifePlan does not charge performance-based fees. The firm acts as a fiduciary, putting clients' interests first. Clients have investment discretion for their accounts, with the firm having discretionary trading authority for executing transactions. LifePlan primarily serves individuals and families, with a minimum portfolio size requirement. The firm uses security analysis methods like fundamental, technical, and cyclical analysis in its investment strategies. Clients are informed about the risks associated with their investments, such as interest-rate risk and market risk. The firm has no disciplinary events to disclose and does not compensate for client referrals. Clients' assets are held with an outside custodian, and the firm does not take custody of client assets.
$157,481,572 under management
3 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 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 Rochester Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rochester Hills. 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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