Top 6 financial advisors in Traverse City, MI
We’ve curated a list of the best financial advisors in Traverse City, take a look at it below
Find an advisor in Traverse City| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $573,409,876 | 10 advisors | ||
| 2 | $171,459,858 | 9 advisors | ||
| 3 | $128,507,098 | 2 advisors | ||
| 4 | $113,819,254 | 3 advisors | ||
| 5 | $69,638,693 | 2 advisors | ||
| 6 | $40,069,056 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Traverse City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Traverse City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Old Mission Investment Company, LLC
Old Mission Investment Company, LLC is a financial advisory firm based in Traverse City, Michigan. It currently has approximately $573,409,876 of assets under management and employs about 10 people. Old Mission Investment Company, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$573,409,876
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-66666
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Consultation Services
Hemming& Wealth Management, Inc.
Hemming& Wealth Management, Inc. is a financial advisory firm based in Traverse City, Michigan. It currently has approximately $171,459,858 of assets under management and employs about 9 people. Hemming& Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$171,459,858
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-114962
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Up North Financial, LLC
Up North Financial, LLC is a financial advisory firm based in Traverse City, Michigan. It currently has approximately $128,507,098 of assets under management and employs about 2 people. Up North Financial, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$128,507,098
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-120926
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Optimal Capital Advisors, LLC
Optimal Capital Advisors, LLC is a financial advisory firm based in Traverse City, Michigan. It currently has approximately $113,819,254 of assets under management and employs about 3 people. Optimal Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, commissions and performance-based fees.
Assets under management
$113,819,254
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Performance-based fees
SEC number
801-68219
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Legacy Financial Services Group, Inc.
Legacy Financial Services Group, Inc. is a financial advisory firm based in Traverse City, Michigan. It currently has approximately $69,638,693 of assets under management and employs about 2 people. Legacy Financial Services Group, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$69,638,693
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-66694
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Tremonte Financial Consultants
Tremonte Financial Consultants is a financial advisory firm based in Traverse City, Michigan. It currently has approximately $40,069,056 of assets under management and employs about 5 people. Tremonte Financial Consultants uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$40,069,056
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-114221
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Your first meeting is free.