Top financial advisors in Waterford, MI
We’ve curated a list of the best financial advisors in Waterford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$151,392,924
Number of advisors
8 advisors
| $151,392,924 | 8 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 Waterford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Waterford. 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.
Financial Freedom House
Cygnet Financial Planning, Inc. is a federally registered investment adviser established in 1982 and headquartered in Waterford, Michigan. The firm specializes in providing portfolio investment management, investment advisory, and financial planning services to individuals, businesses, corporations, estates, trusts, and qualified retirement plans. Cygnet is a fiduciary firm, acting in the best interests of its clients. The firm's investment philosophy is grounded in Modern Portfolio Theory and the Efficient Market Hypothesis. For Cygnet Managed Accounts, clients are charged an annual fee based on a tiered fee schedule ranging from 0.40% to 1.50% depending on the account value. Cygnet Managed Annuities have a fixed annual fee of 1.25%. The firm does not charge performance-based fees. Cygnet primarily uses no-load index mutual funds, passively managed institutional mutual funds, and ETFs for client investments. Clients have the option to grant Cygnet discretionary authority for trading and portfolio management. The firm reviews client accounts at least annually, with additional reviews triggered by changes in the client's financial situation or market conditions. Cygnet does not vote proxies on behalf of clients and does not have custody of client assets. The firm has a clean disciplinary record and maintains a strong financial condition. Clients can contact Cygnet for a complete copy of their brochure or visit the SEC's website for additional information.
$151,392,924 under management
8 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 BusinessesPension Consulting ServicesEducational Seminars/workshops
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 Waterford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Waterford. 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.