OLD MISSION INVESTMENT COMPANY, LLC
Traverse City, MI
AUM
$929.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
231-929-4100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI, TRAVERSE CITY
17 advisers found
CENTENNIAL WEALTH ADVISORY, LLC
Traverse City, MI
AUM
$397.1M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
231-995-9575
STONEPATH WEALTH MANAGEMENT
Traverse City, MI
AUM
$299.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(231) 668-6999
BLUEPRINT PARTNERS LLC
Traverse City, MI
AUM
$292.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(231) 668-4147
HEMMING& WEALTH MANAGEMENT, INC.
Traverse City, MI
AUM
$292.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(231) 922-2900
UP NORTH FINANCIAL, LLC
Traverse City, MI
AUM
$203.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(231) 929-9300
INDEPENDENT WEALTH MANAGEMENT, LLC
Traverse City, MI
AUM
$203.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
231-929-1086
BLACK WALNUT WEALTH MANAGEMENT
Traverse City, MI
AUM
$136.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
231-421-7711
LEGACY FINANCIAL SERVICES GROUP, INC.
Traverse City, MI
AUM
$122.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
231-933-0631
OPTIMAL CAPITAL ADVISORS, LLC
Traverse City, MI
AUM
$119.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
231-933-4677
FRONT STREET WEALTH MANAGEMENT
Traverse City, MI
AUM
$97.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
231-947-3775
TREMONTE FINANCIAL CONSULTANTS
Traverse City, MI
AUM
$63.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(231) 486-6050
ISADORE PRIVATE WEALTH, LLC
Traverse City, MI
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(231) 922-9905
ISADORE RETIREMENT GROUP, LLC
Traverse City, MI
AUM
$6.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(231) 922-9905
LAURENTINE INVESTMENTS LLC
Traverse City, MI
AUM
$4.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2313575948
FALCONER GROUP
Traverse City, MI
AUM
$36.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
231-392-1710
Full profileNo website
THIRD COAST SECURITIES LLC
Traverse City, MI
AUM
$5.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
231-421-1064
Full profileNo website