Top financial advisors in Swartz Creek, MI
We’ve curated a list of the best financial advisors in Swartz Creek, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$223,858,443
Number of advisors
1 advisors
| $223,858,443 | 1 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 Swartz Creek, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Swartz Creek. 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.
Security First Financial
Security First Financial is a fee-only investment management firm founded in 1999, specializing in personalized investment management for individuals, families, businesses, and non-profit organizations. The firm does not sell annuities or insurance and does not have custody of client funds or assets. Clients maintain ownership and control of their accounts, with Security First Financial placing trades under limited power of attorney. The firm manages approximately $224 million in assets for around 595 family units on a discretionary basis. The advisory fee is .6% annually, with no fee on assets above $1.5 million. There is no minimum account size, and fees are billed quarterly. Assets are primarily invested in no-load mutual funds, ETFs, and CDs. Security analysis methods include charting, fundamental, technical, and cyclical analysis. Risks considered include interest-rate, market, inflation, currency, reinvestment, business, liquidity, and financial risks. The firm and its employees have no legal or disciplinary events related to investment clients. Security First Financial does not receive compensation from other professionals and has no affiliations that impact advisory services. The firm has a Business Continuity Plan for disaster recovery and maintains an information security program to protect client data. Clients receive a Privacy Notice annually, outlining information sharing practices.
$223,858,443 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Swartz Creek, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Swartz Creek. 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.
Your first meeting is free.