Plante Moran Financial Advisors Review


Trust Score 88%
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Plante Moran Financial Advisors, federally registered in 1993, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff of 116 advisors. Plante Moran Financial Advisors manages $15 billion and provides investment advisory services for 2,880 clients (1:25 advisor/client ratio).

Plante Moran Financial Advisors requires a $777,778 minimum investment and charges a blended rate between 0.90% and 0.25% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 25 clients (industry average 1:50)

Considerations


  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $777,778
Minimum Annual Fee $7,000
Average Account AUM $5,199,661
Hybrid Advisor Yes
Disciplinary History No
Total AUM $15 billion
Advisor / Client Ratio 1:25
Headquarters 27400 Northwestern Hwy Southfield, MI 48034
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 0.90%
$2,000,001 to $5,000,000 0.70%
$5,000,001 to $10,000,000 0.50%
$10,000,001 to $25,000,000 0.30%
$25,000,001+ 0.25%


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