Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
43 years
Location
Harbor Springs, MI
Equitable Advisors
Institution
Harold Maude Jr. is a financial advisor with Equitable Advisors holding Series 63 and Series 66 credentials and 43 years of industry experience. He has been with Equitable Advisors since 2006, including time at Axa Advisors, LLC prior to the transition. He serves as a trustee for two family irrevocable trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to meet client needs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Harbor Springs, MI
Harbor Springs MI
Advisors at this office
1
Michigan
43 years of industry experience
Equitable Advisors
2006 - Present • 20 years
New York, NY
Axa Advisors, Llc
2006 - 2020 • 14 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Harbor Springs, MI
The Ryan Group Portfolio Design LLC
Howard Ryan is the sole advisor at The Ryan Group Portfolio Design LLC, holding a Series 65 designation with 11 years of industry experience. He has worked at The Ryan Group Portfolio Design since 2013 and previously at the Michigan Department of Treasury from 2011 to 2018. Outside of advisory services, he operates a tax preparation business as a sole proprietor. The Ryan Group Portfolio Design LLC provides investment management and consultation services to individuals, families, trusts, estates, and business entities. The firm focuses on individualized portfolio construction based on fundamental analysis and offers tax-planning consultations and annual 1040 preparation when requested.
Series 63, Series 66
Harbor Springs, MI
Meridian Asset Management
Richard Price is a financial advisor with Meridian Asset Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Meridian in 2020, he worked at Michigan Securities, Inc. and Michigan Advisors, Inc. for 15 years. In addition to his advisory role, he is an independent insurance agent specializing in health and life insurance sales. Meridian Asset Management is a single-advisor registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management and financial planning, employing a strategic asset allocation approach based on Modern Portfolio Theory with a focus on income-producing large-cap dividend growers and diversified holdings across fixed income, small-cap, and international equities.
Series 65, Series 63
Petoskey, MI
Retirement & Investment Planning, Inc.
Michelle Shawn is a financial advisor with Retirement & Investment Planning, Inc. in Petoskey, MI, holding Series 65 and Series 63 credentials and nine years of industry experience. Her prior roles include Gradient Advisors, LLC, and she also serves as an agent for Senior Benefits Network, focusing on Medicare, life, and annuities. Retirement & Investment Planning, Inc. provides non-discretionary asset management and retirement-plan advisory services to individuals, trusts, and employer-sponsored plans. The firm offers limited-scope ERISA 3(21) fiduciary services and typically manages assets through third-party platforms while employing a mix of fundamental, technical, charting, and cyclical analyses.
Series 65
Petoskey, MI
West Arbor Solutions, LLC
Michael Holifield is a financial advisor at West Arbor Solutions, LLC in Petoskey, MI, holding a Series 65 license with four years of industry experience. His prior work includes roles at Shindigz and Levitate, where he serves as COO and VP of Business Development providing consulting for a strategic communications agency. In addition to his advisory role, Holifield provides business consulting services. West Arbor Solutions serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering discretionary portfolio management and financial planning. The firm incorporates insurance sales and business consulting through affiliated entities and tailors portfolios to clients’ goals, risk tolerance, and time horizons.
Series 65
Petoskey, MI
West Arbor Solutions, LLC
Kyle Arnold is a financial advisor at West Arbor Solutions, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Horter Investment Management and Sinclair Broadcast Group. Outside of his advisory role, Arnold owns and operates Kyle Arnold Investments, where he provides life insurance and annuity sales and service. West Arbor Solutions offers discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes portfolio construction based on client goals, time horizon, and risk tolerance, using fundamental analysis and a mix of investment strategies under discretionary authority.
Series 63, Series 65
Harbor Springs, MI
William Mack & Associates Inc
Charles Dickinson is an advisor at William Mack & Associates Inc with Series 63 and Series 65 credentials and five years of industry experience. He has worked previously at Rockport Wealth Advisors and is the managing member of Monitor My Advisor LLC, a compliance consulting firm serving registered investment advisers. William Mack & Associates is a multi-team registered investment adviser serving individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes diversification, tax efficiency, and low-cost funds through tailored investment strategies and manages over $1 billion in discretionary assets.
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