Fiduciary advisors in Portage, MI

8 registered advisers

8 fiduciary advisors with SEC registration serve Portage, Michigan -- 8 fee-only.

626 FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portage, MichiganCRD #306474
Typical Fee--
AUM$380M
Minimum--
Clients1,270

BRIGHT FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portage, MichiganCRD #107931
Typical Fee--
AUM$725M
Minimum--
Clients3,619

HAVERDINK FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portage, MichiganCRD #131236
Typical Fee--
AUM$220M
Minimum--
Clients480

INFINITY ADVISORY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portage, MichiganCRD #324723
Typical Fee--
AUM$103M
Minimum--
Clients532

JOHN A. WOLFE & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portage, MichiganCRD #110799
Typical Fee--
AUM$561M
Minimum--
Clients1,171

LVM CAPITAL MANAGEMENT LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portage, MichiganCRD #111039
Typical Fee--
AUM$1.3B
Minimum--
Clients1,407

PPS & V ASSET MANAGEMENT CONSULTANTS INC

Fee-Only, No ConflictsClean Record
Portage, MichiganCRD #110491
Typical Fee0.50%
AUM$254M
Minimum--
Clients584

ZHANG FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portage, MichiganCRD #159257
Typical Fee--
AUM$7.2B
Minimum--
Clients7,270
Fiduciary Advisors in Portage, Michigan | FiduciaryListings