A complete list of active advisors currently associated with Paycheck to Wealth, LLC
Warmer can help you find a great advisor at Paycheck to Wealth, LLC or one who fits your needs even better.
Paycheck to Wealth provides fee-based investment advice and financial planning primarily to individual clients, and also offers recurring, subscription-based investment advice and educational services. Services disclosed include portfolio monitoring using model asset-allocation portfolios, financial planning consultations, seminars and employee-education workshops tied to qualified plan participant support. The firm’s investment approach emphasizes passive, asset-class investing based on Modern Portfolio Theory, recommending low-cost index funds and model portfolios from custodians such as Betterment, Fidelity, and Vanguard (with select use of other managers where warranted). Paycheck to Wealth conducts statistical analysis of asset-class combinations and documents client objectives in an investor profile sheet, provides nondiscretionary advice, and monitors model portfolios on a semi-annual basis with rebalancing when allocation bands are exceeded. What is atypical for a small independent adviser is the ongoing subscription-fee service and its periodic newsletter/seminar offerings, along with use of model testing and hypothetical/backtested analyses in portfolio construction and communications. The firm does not act as custodian or charge traditional percentage-of-AUM portfolio management fees, and disclosures note that associated persons may also engage in commission-based sales of other financial products, a potential conflict the brochure addresses.
To learn more about the advisors currently working at Paycheck to Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Southfield, MI
| 5
|
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