Wealth Management Partners of Michigan, LLC
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About
Wealth Management Partners of Michigan, LLC is a fee‑only advisory firm that serves individual retail investors (typical clients have $50,000 or more of investable assets) and sponsors of small employer retirement plans. The firm provides ongoing financial planning, portfolio asset allocation and monitoring through its "Coachmewealthy" program and also offers ERISA-focused plan advisory services for smaller plans.
The advisor uses an investor profile and a written Investment Policy Statement to recommend low‑cost, asset‑class structured model portfolios made up primarily of ETFs and institutional mutual funds, relying on modern portfolio theory and factor‑based, passive investing principles. Rather than exercising discretionary trading authority, the firm primarily provides non‑discretionary advice and coordinates implementation through third‑party portfolio managers.
Noteworthy for an independent solo practice, nearly all of the firm’s assets under advisement are managed on a non‑discretionary basis and the firm typically acts as a co‑advisor/solicitor to third‑party managers, focusing its role on client coaching, IPS maintenance and manager selection rather than day‑to‑day trade execution. The firm also maintains insurance licenses to provide fee‑only guidance on variable annuity sub‑accounts and offers ERISA 3(21)/3(38)-style services for plan sponsors, which concentrates its work on fiduciary oversight and plan benchmarking.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% (Matson Money total maximum fee) $500,001 - $3,000,000: 1.35% (Matson Money total maximum fee) $3,000,001 - $4,000,000: 1.25% (Matson Money total maximum fee) Over $4,000,001+: 1.00% (Matson Money total maximum fee) $0 - $500,000: 2.00% (Matrix Asset Allocation Private Account total maximum fee, legacy program closed to new investors) $500,001 - $3,000,000: 1.50% (Matrix Asset Allocation Private Account total maximum fee) $3,000,001 - $4,000,000: 1.125% (Matrix Asset Allocation Private Account total maximum fee) Over $4,000,001+: 0.75% (Matrix Asset Allocation Private Account total maximum fee) $0 - $500,000: 1.35% (Efficient Advisors total maximum fee) $500,001 - $1,000,000: 1.30% (Efficient Advisors total maximum fee) $1,000,001 - $2,000,000: 0.85% (Efficient Advisors total maximum fee) $2,000,001 - $3,000,000: 0.60% (Efficient Advisors total maximum fee) Over $3,000,000+: 0.50% (Efficient Advisors total maximum fee)
Negotiated hourly fees for select clients on a case-by-case basis.
Account minimum: $50,000 Fee-only: Fee-only investment advisory firm; no commissions or sales charges accepted.
Main office
Ann Arbor MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Advisorworks · Wealth Management Partners Of Michigan, 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.
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