Cranbrook Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cranbrook Wealth Management serves individuals (including high-net-worth clients) and a range of institutional and fiduciary clients, managing approximately $906.8 million for about 250 clients through a small advisory team. The firm offers discretionary investment management as its primary service, alongside integrated financial planning for investment clients and standalone financial planning engagements, plus retirement-plan advice and estate/tax planning support.
Cranbrook begins client relationships with a risk-tolerance assessment and a written Investment Policy Statement and implements tailored portfolios drawn from model allocations that range from all-equity to all-fixed income, primarily using mutual funds and ETFs. The firm monitors and rebalances accounts on an ongoing basis, may accept transferred legacy positions, and employs subadvisory arrangements for separately managed accounts that focus on tax-aware strategies such as tax-loss harvesting and direct indexing; it also provides non-discretionary recommendations for private equity to qualified accredited investors.
What is noteworthy about Cranbrook is the combination of relatively large assets under management with a compact advisory team, and its explicit use of third-party subadvisors to deliver tax-advantaged SMA strategies alongside access to alternative investments. The firm also offers operational accommodations—such as non-managed “courtesy” accounts for clients experiencing liquidity events—and maintains formal policies (including a restricted securities list, trade-error procedures, and custody oversight through a major custodian) to govern client account handling.
Client services
Expertise
Fee options
Stand-alone financial planning fixed annual fee typically ranges from $10,000 to $100,000 depending on complexity and scope, billed quarterly in advance
0.10% to 0.95% annually (negotiable based on account size, services, and other considerations)
Fee-only: Investment management fees generally range from 0.10% to 0.95% annually, negotiable; financial planning stand-alone fixed fees range from $10,000 to $100,000 annually, billed quarterly in advance
Main office
See office36330 Woodward Avenue, Suite 200
Bloomfield Hills MI 48304
Advisors at this office
3
Offices (3)
Most active in
California · Florida · Massachusetts · Michigan · New York · North Carolina · Texas
Also doing business as
Cranbrook Wealth Management, LLC · M&B Cranbrook
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dominic D
CFP®
Houston, TX
Cranbrook Wealth Management, LLC
Dominic Di Giacomo is a CFP® professional with three years of industry experience, currently serving at Cranbrook Wealth Management, LLC. His work history includes prior roles at JLFranklin Wealth Planning, LLC and Signature Wealth Strategies, as well as a four-year period at Clemson University. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm integrates investment management with financial planning and offers a range of portfolio models supported by written Investment Policy Statements, utilizing mutual funds, ETFs, separately managed accounts, and private equity opportunities.
Richard B
ChFC®, Series 63, Series 65
Chapel Hill, NC
Cranbrook Wealth Management, LLC
Richard Balamucki is a financial advisor at Cranbrook Wealth Management, LLC in Chapel Hill, NC, with 16 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes time at REB Strategic Business Consulting, LLC and long-term service at Cranbrook Wealth Management. Cranbrook Wealth Management serves individual, high-net-worth, institutional, and fiduciary clients, managing approximately $907 million across about 250 accounts. The firm offers discretionary investment management, integrated financial planning, and retirement and estate planning, employing tailored portfolios based on risk assessments and utilizing tax-aware strategies through third-party subadvisors.
Mitchell M
CFP®
Bloomfield Hills, MI
Cranbrook Wealth Management, LLC
Mitchell Mowid is a CFP® professional at Cranbrook Wealth Management, LLC with experience at Vanguard and the Gillespie Group. He has been with Cranbrook Wealth Management since 2023. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm combines investment management with financial planning and offers services such as model portfolio allocations, separately managed accounts, and formal ERISA/rollover guidance.
Mark F
Series 63, Series 65
Bloomfield Hills, MI
Cranbrook Wealth Management, LLC
Mark Fitzgerald is a financial advisor at Cranbrook Wealth Management, LLC with 16 years of industry experience. He has held Series 63 and Series 65 designations and has been with Cranbrook Wealth Management since 2006. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis for approximately 242 clients. The firm combines investment management with financial planning and uses model allocations tailored by a Risk Tolerance Assessment, implementing portfolios primarily with mutual funds and ETFs.
Logan R
CFP®, Series 66
Bloomfield Hills, MI
Cranbrook Wealth Management, LLC
Logan Ross is a CFP® with 12 years of industry experience, currently serving as an advisor at Cranbrook Wealth Management, LLC since 2015. Prior to joining Cranbrook Wealth Management, he worked at CIG Asset Management, Inc. and American Portfolios Advisors, Inc. Logan holds a Series 66 designation. Cranbrook Wealth Management serves individuals, including high-net-worth clients, as well as institutional and fiduciary clients, managing approximately $906.8 million across about 250 clients. The firm offers discretionary investment management and integrated financial planning, utilizing tailored portfolios based on risk assessments and Investment Policy Statements, with a focus on tax-aware strategies and access to alternative investments through third-party subadvisors.
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