Namesake Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Namesake Group provides investment advisory services to individuals (including high-net-worth clients), charitable organizations, corporations, and employee benefit plans. The firm offers discretionary portfolio management, financial planning, consulting, pension consulting for plans, and a recently added Personal CFO Stewardship service that integrates broader financial administration with investment oversight.
The firm customizes investment advice to client objectives, generally implementing model portfolios and allocating primarily to ETFs and mutual funds while relying on methods such as fundamental analysis and modern portfolio theory. Namesake conducts periodic (at least quarterly) account reviews, coordinates with clients’ tax and legal advisors as part of planning and stewardship, and discloses the use of AI tools to record and transcribe meetings (clients may opt out).
Compared with many independent single-advisor firms, Namesake’s work with institutional clients and formal pension consulting is a less common practice in its peer group. Its Personal CFO Stewardship offering — which bundles investment management with concierge bookkeeping, tax-ready administration, oversight of private and real estate holdings, and estate or family governance coordination — further distinguishes the firm’s scope of services for a practice of its size.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $15,000,000: 0.60% $15,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
$250 per hour for financial planning, consulting and asset allocation services, negotiable
Fee-only: $250 per hour, negotiable depending on scope and complexity
Main office
Rochester MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Namesake Group · Namesake Group LLC
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.
Forms ADV
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