Strategic Investment Management for Your Personal Goals

No, we do not sell products nor earn commissions. As a fee-only adviser and Registered Investment Advisor (RIA), we are compensated based on a percentage of your assets that we manage. 

You receive our financial planning and investment management services for one advisory fee based on a percentage of your investable assets that we manage. This percentage changes based on how much wealth is being managed by your adviser. You can get a better understanding of our fee structure and what fee would apply to your account by talking to an adviser.

We offer a discretionary investment management account that allows us to manage investments on your behalf based on your preferences. With a discretionary account, your assets will be placed in one of Advance Capital’s well-balanced model portfolios. Each model portfolio has a specific investment strategy and objective that balances return with risk in a diversified, cost-effective approach. These portfolios hold many of the top mutual funds and ETFs chosen through a systematic investment selection process.

You only need to provide some basic financial information to schedule a conversation. For your first meeting, your adviser will help you gather more detailed financial information to develop a personalized financial plan that’s designed to put you on a path toward your retirement goals.

Having discretion over your account does not give our team access to your money. You can rest assured that your money is securely held by a third-party custodian, Charles Schwab. You will receive statements at least quarterly for all your accounts directly from Charles Schwab, and you can access your account(s) online if you choose. Whenever we make a trade in your account, you’ll receive a confirmation directly from the custodian.