Fiduciary advisors in Kalamazoo, MI
11 registered advisers
11 SEC-registered fiduciary advisory firms operate in Kalamazoo, Michigan. Fee-only firms account for 10 of the 11 registered practices, or about 91% of the local market. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.
ARCADIA INVESTMENT MANAGEMENT CORP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$688M
Minimum--
Clients351
BREAKWATER CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$143M
Minimum--
Clients470
CLEAR RIDGE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$200M
Minimum--
Clients378
CWS FINANCIAL ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients2,156
DAUS FINANCIAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$271M
Minimum--
Clients936
GASAWAY INVESTMENT ADVISORS, INC.
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$162M
Minimum--
Clients713
LONG ROAD INVESTMENT COUNSEL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$316M
Minimum--
Clients104
N.V.N.G. INVESTMENTS, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$330M
Minimum--
Clients41
TRUNORTH CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$531M
Minimum--
Clients922
VERTIS WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$115M
Minimum--
Clients1,850
WOLFF FINANCIAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$613M
Minimum--
Clients1,133