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Find The Best Financial Advisors in Birmingham, Michigan

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Birmingham is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Birmingham & pick the one as per your needs

How To Find The Best Financial Advisors in Birmingham, Michigan
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Birmingham, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Birmingham, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Birmingham, Michigan have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Birmingham, Michigan

Michael Jergens

Edelman Financial Engines, LLC

248-581-3078

Address

201 West Big Beaver Road,
Suite 950,
Troy, MI 48084 See Details

Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

248-365-8822

Address

2050 Livernois Rd., Suite B,
Troy, MI 48083 See Details

Todd Perry

Executive Wealth Management

810-229-6446

Address

135 W North Street Ste 1,
Brighton, MI 48116 See Details

Top Financial Advisor Firms in Birmingham, Michigan (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SCHECHTER INVESTMENT ADVISORS, LLC 111 E. Merrill Street, Suite 400 Birmingham, MI, 48009	169114	$2,847,054,175	2461	A Percentage of AUM, Fixed Fees
SEIZERT CAPITAL PARTNERS 34100 Woodward Avenue, Suite 210 Birmingham, MI, 48009-0961	108954	$1,964,199,678	248	A Percentage of AUM, Fixed Fees, Performance Based
PLANNING ALTERNATIVES LTD 255 South Old Woodward Ave., Suite 310 Birmingham, MI, 48009-6615	110268	$1,020,424,265	665	A Percentage of AUM, Hourly charges, Fixed Fees
VALSTONE PARTNERS VI 260 E. Brown St., Suite 250 Birmingham, MI, 48009	300629	$840,712,587	5	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
Q3 ASSET MANAGEMENT CORPORATION 2175 Cole Street, Birmingham, MI, 48009	137839	$619,036,511	3505	A Percentage of AUM, Hourly charges, Subscription Fees, Performance Based
LIBERTY CAPITAL MANAGEMENT INC 401 S Old Woodward Avenue, Ste 430 Birmingham, MI, 48009	106063	$467,131,101	320	A Percentage of AUM
STURBRIDGE CAPITAL LLC 300 Park Street, Suite 400 Birmingham, MI, 48009	160327	$430,209,225	5	A Percentage of AUM, Performance Based
BLOOMFIELD CAPITAL HOLDINGS, LLC 700 Forest Ave, Birmingham, MI, 48009	169198	$387,212,170	7	A Percentage of AUM, Performance Based
TRP CAPITAL ADVISORS, LLC 380 N. Old Woodward Ave, Suite 205 Birmingham, MI, 48009	281098	$375,375,989	7	A Percentage of AUM, Performance Based, Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO)
SCHECHTER PRIVATE CAPITAL, LLC 111 E. Merrill Street, Suite 400 Birmingham, MI, 48009	289491	$319,213,822	36	A Percentage of AUM, Performance Based
TRP CAPITAL ADVISORS V, LLC 380 N Old Woodward Avenue, Ste 205, Birmingham, MI, 48009	306604	$278,006,579	10	A Percentage of AUM, Performance Based, Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO)
LAKESIDE DRIVE MANAGEMENT LLC 677 Harmon Street, Birmingham, MI, 48009	306808	$260,380,401	14	Performance Based
MOTIVE WEALTH ADVISORS, LLC 525 W. Merrill St., Birmingham, MI, 48009	312303	$221,987,765	278	A Percentage of AUM, Fixed Fees
MFO INVESTMENTS 55 W Maple Road, Birmingham, MI, 48009	322007	$219,519,576	2	A Percentage of AUM, Fixed Fees, Performance Based
STRENGTH CAPITAL PARTNERS, LLC 102 Pierce St, Birmingham, MI, 48009	134320	$163,850,000	11	Other (A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C)

Select other cities around Birmingham, Michigan to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Birmingham, Michigan

How To Find The Best Financial Advisors in Birmingham, MichiganLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Birmingham, Michigan

Michael Jergens

Edelman Financial Engines, LLC

Address

Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

Address

Todd Perry

Executive Wealth Management

Address

Top Financial Advisor Firms in Birmingham, Michigan (Ranked by AUM)

Select other cities around Birmingham, Michigan to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Birmingham, Michigan
Last Updated - 13-Jun-2023

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