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 SalesTypical Fee--
AUM$3.9B
Minimum--
Clients712
CPR INVESTMENTS INC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$250M
Minimum--
Clients1,923
MANAGED ASSET PORTFOLIOS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients1,928
ROCHESTER WEALTH STRATEGIES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$151M
Minimum--
Clients446
SOLYCO CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$220M
Minimum--
Clients49