Jatia Huey
Advisor at Dahring | Cusmano and Associates
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.
Advisor at Dahring | Cusmano and Associates
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.
Location
Novi, MI 48375
Credentials
Series 65
Industry experience
< 1 year
Jatia Huey is a financial advisor at Dahring | Cusmano and Associates with Series 65 credentials and four years of industry experience. Prior to joining Dahring Cusmano in 2022, she worked at Five Brothers Asset Management and Mortgage Contracting Services. Dahring | Cusmano serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers comprehensive financial planning and both discretionary and non-discretionary portfolio management, focusing on a client-driven, asset-allocation centered investment process.
Based on Dahring | Cusmano and Associates
Fixed fees for financial planning services, determined client-by-client.
Less than $250,000 - $250,000: up to 2.0% annually (client-by-client basis) $250,001 - $500,000: up to 2.0% annually (client-by-client basis) $500,001 - $1,000,000: up to 2.0% annually (client-by-client basis) $1,000,001 - $2,500,000: up to 2.0% annually (client-by-client basis) $2,500,001 - $5,000,000: up to 2.0% annually (client-by-client basis) Over $5,000,000+: up to 2.0% annually (client-by-client basis)
Certain advisory persons receive commission-based compensation through broker-dealer PKS for securities and insurance products, separate from advisory fees.
Hourly consulting fees for consulting and project-based services (client-by-client basis).
Fee-only: Fixed fees for financial planning and consulting services (client-by-client basis); hourly fees for consulting/project services.
26200 Town Center Dr., Suite 100
Novi, MI 48375
Michigan
Dahring Cusmano
2022 - Present (4 years)
Five Brothers Asset Management
2020 - 2022 (2 years)
Mortgage Contracting Services
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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