Fiduciary advisors in Southfield, MI
12 registered advisers
Southfield is a Detroit suburb that hosts multiple financial services and auto-industry firms in the state's largest office market, and 12 SEC-registered fiduciary firms serve local investors. Roughly 83% of registered fiduciary firms here are fee-only, totaling 10 practices.
ADVANCE CAPITAL MANAGEMENT INC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$4.5B
Minimum--
Clients14,365
CENTER FOR FINANCIAL PLANNING INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients4,116
CIG ASSET MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$137M
Minimum--
Clients370
CORECAP ADVISORS
Fee-OnlyAlso Compensated via Product SalesTypical Fee1.00%
AUM$3.2B
Minimum--
Clients9,157
ELE ADVISORY SERVICES, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$126M
Minimum--
Clients1,401
HANTZ FINANCIAL SERVICES, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$7.8B
Minimum--
Clients111,576
PENINSULA CAPITAL PARTNERS, L.L.C.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients4
PLANTE MORAN FINANCIAL ADVISORS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$23.2B
Minimum--
Clients18,119
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS
Clean RecordAlso Compensated via InsuranceTypical Fee--
AUM$243M
Minimum--
Clients1
SG REAL ESTATE I
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$203M
Minimum--
Clients4
SKYOAK WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$601M
Minimum--
Clients1,207
TRM ADVISORS LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$293M
Minimum--
Clients2