Fiduciary advisors in Rochester, MI

5 registered advisers

For Rochester investors who want a fiduciary standard, 5 SEC-registered firms operate in the area. 4 of those firms are fee-only, meaning the advisor's income comes entirely from client-paid fees.

CLARKSTON CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rochester, MichiganCRD #143456
Typical Fee--
AUM$3.9B
Minimum--
Clients712

CPR INVESTMENTS INC

Clean RecordAlso Compensated via Brokerage
Rochester, MichiganCRD #139067
Typical Fee--
AUM$250M
Minimum--
Clients1,923

MANAGED ASSET PORTFOLIOS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rochester, MichiganCRD #109574
Typical Fee--
AUM$1.1B
Minimum--
Clients1,928

ROCHESTER WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rochester, MichiganCRD #299150
Typical Fee--
AUM$151M
Minimum--
Clients446

SOLYCO CAPITAL LLC

Fee-Only, No ConflictsClean Record
Rochester, MichiganCRD #338113
Typical Fee--
AUM$220M
Minimum--
Clients49
Fiduciary Advisors in Rochester, Michigan | FiduciaryListings