Plante Moran Financial Advisors

CRD#112158
Investment Advisor Firm

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Learn more about Plante Moran Financial Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Plante Moran Financial Advisors is located at 3000 Town Center, Southfield, MI. The firm employs 144 financial advisors. Plante Moran Financial Advisors is not a registered broker-dealer.

    The firm manages $21.8 billion in assets under management across 17,525 accounts, with 11,281 discretionary accounts and 6,244 non-discretionary accounts. Over the past year, 3,000 clients received financial planning services. The services offered include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The firm serves retail investors, high net worth investors, charitable organizations, corporations, and other types of investors, with high net worth investors representing the largest client type by accounts. The fee structure includes asset-based, hourly, and fixed fees. Plante Moran Financial Advisors has 3,147 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, trust company, accountant or accounting firm, insurance company or agency, and real estate broker or dealer.

    Plante Moran Financial Advisors is registered in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, Wisconsin, Washington, Texas, and New Hampshire.

    Assets Under Management

    $21.8 billion

    Number of Advisors

    144

    Disclosures

    No

    Office Location

    3000 Town Center
    Southfield, MI 48075

    Plante Moran Financial Advisors by the Numbers

    Total Assets Under Management

    $21.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    146

    National Average: 64
    Total Number of Accounts

    17,525

    National Average: 375,227
    Average Account Size

    $1.2 million

    National Average: $23.0 thousand
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    Products and Services

    Financial services that Plante Moran Financial Advisors offers can include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. In the last fiscal year, Plante Moran Financial Advisors provided financial planning services to 3000 of its clients. Plante Moran Financial Advisors does not sell products or offer services apart from investment advice to its investment advisory accounts. The company also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, trust company, accountant or accounting firm, insurance company or agency, and real estate broker or dealer.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fiancial advisory fees largely depend on the type of financial services provided. Fees billed by Plante Moran Financial Advisors can include some combination of the following fee structures: asset-based, hourly, and fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm. The company has the ability to withdraw the charges directly from customer funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a broad range of customers. It works with retail investors, high net worth investors, charitable organizations, corporations, and other. Out of its 17,525 clients, Plante Moran Financial Advisors's largest client group by number of accounts is high net worth investors, but it also serves 3,147 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 84.42%
    • Other Individuals - 14.97%
    • Corporations - 0.46%
    • Charitable Organizations - 0.16%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Plante Moran Financial Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Plante Moran Financial Advisors

    Jessica Caldwell
    Denver, CO
    Daniel Taylor
    East Lansing, MI
    James Comer
    Columbus, OH
    Matthew Coursen
    Ann Arbor, MI
    Alexander Winnie
    Ann Arbor, MI
    William Ulle
    Ann Arbor, MI
    Eric Johnson
    Ann Arbor, MI
    Hannah Huehn
    Southfield, MI
    Matthew Moretuzzo
    Auburn Hills, MI

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