SEIZERT CAPITAL PARTNERS
Birmingham, MI
AUM
$2.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
248-593-1500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MI, BIRMINGHAM
16 advisers found
PLANNING ALTERNATIVES LTD
Birmingham, MI
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
248-645-1520
LIBERTY CAPITAL MANAGEMENT INC
Birmingham, MI
AUM
$849.5M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248 258-9290
Q3 ASSET MANAGEMENT CORPORATION
Birmingham, MI
AUM
$794.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(248) 566-1122
VALSTONE PARTNERS VI
Birmingham, MI
AUM
$735.9M
Wealth MgmtFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
248-646-9200
STURBRIDGE CAPITAL LLC
Birmingham, MI
AUM
$730.9M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-220-8400
TRP CAPITAL ADVISORS V, LLC
Birmingham, MI
AUM
$691.0M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
248 648-2358
STRENGTH CAPITAL PARTNERS, LLC
Birmingham, MI
AUM
$528.0M
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C
248-593-6872
BLOOMFIELD CAPITAL HOLDINGS, LLC
Birmingham, MI
AUM
$465.7M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(248) 745-1700
MOTIVE WEALTH ADVISORS, LLC
Birmingham, MI
AUM
$362.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(248) 987-5731
TRP CAPITAL ADVISORS VI, LLC
Birmingham, MI
AUM
$310.8M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
248-648-2358
PALATINE HILL WEALTH MANAGEMENT
Birmingham, MI
AUM
$295.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
734-218-0085
SOLYCO WEALTH LLC
Birmingham, MI
AUM
$116.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
947-208-4035
LONG LAKE CAPITAL MANAGEMENT, LLC
Birmingham, MI
AUM
$42.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-712-6160
QUARTON CAPITAL PARTNERS
Birmingham, MI
AUM
$1.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
7134443560
LAKESIDE DRIVE MANAGEMENT LLC
Birmingham, MI
AUM
$372.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-939-3877
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