O
Objective Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,300,000
Clients
15
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$220,000
About
Objective Investments provides fee-based investment management to individuals, high-net-worth clients, corporations and qualified retirement plans, delivering both discretionary and non-discretionary portfolio management and related advisory services. The firm states it does not sell annuities, insurance or other commissioned products and does not act as a custodian for client assets.
Portfolios are tailored to each client’s stated objectives and risk tolerance and may employ fundamental and technical analysis, charting and cyclical methods; strategies described include long- and short-term purchases, trading, option writing and margin trading. Accounts are monitored and reviewed at least quarterly, with more frequent reviews as market conditions or client circumstances warrant.
A notable aspect of the firm’s practice is its work with employer-sponsored retirement plans as a limited-scope ERISA 3(21) fiduciary, assisting plan sponsors with IPS development, investment option monitoring, selection of qualified default investments and participant education—services that are less common among independent advisers. The brochure also discloses that the adviser does not receive external commissions or performance-based fees and generally leaves proxy voting to clients, which may affect how certain conflicts of interest are managed.
Client services
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0+: Up to 2% annually for asset management services $0+: Up to 1% annually for ERISA plan services
Fee-only: Annual asset management fees up to 2%, ERISA plan services up to 1%, fees may be negotiable and billed monthly or quarterly in arrears; fees for ERISA 3(21) services may be billed in advance.
Main office location
Objective Investments, LLC
Orchard Lake MI, United States
Number of offices
1
Most active in
Objective Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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