Finding a Top Financial Advisor Firm in Plymouth, Michigan
Searching for the right financial advisor can be overwhelming. There's plenty to check and factors to weigh. To help you, the researchers at SmartAsset did the initial hard work, digging through data and reading the fine print. The result: these top four financial advisor firms in Plymouth. To further your search, try our advisor matching tool. It connects you with up to three advisors who serve your area.
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| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 |
GEM Asset Management, LLC
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$414,078,422 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
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| 2 |
Peak Wealth Management, LLC
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$222,000,000 | $500,000 |
|
Minimum Assets$500,000Financial Services
|
| 3 |
Pinnacle Wealth Management Group, Inc.
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$180,338,407 | $500,000 |
|
Minimum Assets$500,000Financial Services
|
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What We Use in Our Methodology
To find the top financial advisors in Plymouth, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
GEM Asset Management
GEM Asset Management opens our list of the top financial advisor firms in Plymouth, Michigan. Its advisor team includes three certified financial planners (CFPs).
You don’t need to have a minimum amount of assets to open an account with GEM Asset. A large percentage of its current client base consists of non-high-net-worth individuals, with a smaller number of high-net-worth individuals. The fee-only firm also works with charitable institutions, foundations and businesses.
GEM Asset Management Background
GEM Asset Management first opened its doors to the Plymouth, Michigan, community in 2001. Steve Alexandrowski founded the company and is a co-owner with S. Timothy Story. The duo collectively shares decades of experience in the financial services industry.
They are primarily in the business of offering discretionary investment advisory and management services. They may also provide financial planning.
GEM Asset Management Investing Strategy
To help clients meet their investment goals, GEM Asset Management prioritizes global asset allocation. This means it generally invests client assets in securities from various countries and asset classes. The firm believes this strategy helps clients protect returns when a particular asset class faces a downturn. But it usually doesn’t select individual stocks and bonds for client portfolios. Instead, GEM Asset Management focuses on mutual funds and exchange-traded funds it deems low-cost, widely diversified and with low turnover. The firm also may consider alternative investments.
Peak Wealth Management
At Peak Wealth Management, the team features one certified financial planner (CFP) and one accredited investment fiduciary (AIF). To work with Peak Wealth Management, you generally need a minimum investment of $500,000. Peak Wealth Management may waive this requirement in certain cases. The firm works solely with individuals, with less of them being high-net-worth than not.
Some of the advisors who work at Peak Wealth Management can sell securities and insurance products on a commission basis. While this presents a potential conflict of interest, the firm must uphold its fiduciary duty to provide advice solely in the best interest of the client.
Peak Wealth Management Background
Peak Wealth Management first launched operations in 2010. Founder and president Nicholas Hopwood is the firm’s sole owner. He has been managing portfolios in the financial services industry since 1999.
The firm specializes in financial planning and investment advisory services. It specifically manages a program geared for university and hospital employees, called Peak Wealth: Retire With Confidence. The firm runs this program in partnership with Fidelity Investments and TIAA, two large corporations in the financial services space.
Peak Wealth Management Investing Strategy
Peak Wealth Management focuses on fundamental and technical analysis when evaluating securities for client portfolios. It generally invests in bonds and other corporate debt instruments; exchange-traded funds; mutual funds; government debt instruments including Treasury bills and municipal securities; stocks; preferred stocks; high-yield debt; domestic fixed income; covered options; money market funds and cash. That said, it may also recommend Institutional Strategist, part of Envestnet's unified management account platform, as a money manager.
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group president Daniel A. Cesta is a certified financial planner (CFP) and a certified public accountant (CPA). He leads a team that works with individuals with and without a high net worth and retirement plans.
To open an account with the firm, you’d generally need a minimum investment of $500,000, though the company may waive this requirement at its discretion. Family office services, however, require a minimum investment of $1 million. That balance typically isn’t negotiable.
Pinnacle Wealth is a fee-based advisory firm. This means its advisors may earn commissions from the sale of financial productas to clients. The firm still has a fiduciary responsibility to provide advice solely in the best interests of its clients.
Pinnacle Wealth Management Group Background
Pinnacle Wealth Management has been operating as a registered investment advisor since 2016. Daniel A. Cesta and Eddison C. Millington are the firm’s owners.
The team offers investment advisory and management services. It also provides financial advice on topics including:
- Estate planning
- Insurance planning
- Saving for college
- Charitable giving
- Business planning
Pinnacle Wealth Management Group Investing Strategy
Pinnacle Wealth Management focuses on tactical asset allocation. This means it actively manages portfolios, seeking to take advantage of strong market sectors or market pricing anomalies that it may identify based on its research. It also diversifies portfolios across numerous asset classes, including equities, fixed-income, cash equivalents and more. Theoretically, a portfolio invested in various non-correlating asset classes will shelter returns and mitigate risk.
