Wolverine Wealth Advisory Services Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wolverine Wealth Advisory Services, Inc. provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts and estates, as well as to pension and profit-sharing plans and charitable organizations. The firm also offers investment supervisory services to qualified retirement plans and serves as a 3(38) investment manager under ERISA for plan clients.
The firm uses a written investment policy statement to guide its portfolio construction and manages client accounts on a discretionary basis, typically recommending no-load institutional mutual funds and, where appropriate, individual bonds or fixed income portfolios. For qualified plans it implements SEI asset allocation models, prepares quarterly performance and holdings reports, and continuously monitors investments for changes in client needs or market conditions.
What distinguishes Wolverine from many solo independent advisers is its acceptance of pension/profit-sharing plans and charitable clients and its willingness to assume 3(38) fiduciary responsibility for plan investment selection. The firm also favors institutional fund families (notably SEI and Dimensional), maintains operational relationships that involve Schwab custody and SEI plan implementation, and transitioned to SEC registration after exceeding the federal AUM threshold.
Client services
Expertise
Fee options
Flat fee available only for high net worth clients (minimum $8,000,000 AUM) with minimum annual fee of $41,500 billed quarterly in advance; may be negotiated
$0 - $500,000: 1.00% $500,001 - $750,000: 0.90% $750,001 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.70% $1,500,001 - $2,000,000: 0.65% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $4,000,000: 0.57% $4,000,001 - $5,000,000: 0.53% over $5,000,000+: 0.50%
Account minimum: $500,000 generally required to open an account (may be negotiable; accounts below $500,000 accepted case-by-case) Minimum fee: Flat fee minimum annual fee $41,500 for clients with at least $8,000,000 under management; may be negotiable Fee-only: Fees charged as a percentage of assets under management or flat fees; no commissions charged
Main office
40900 Woodward Ave., Ste. 100
Bloomfield Hills MI 48304
Advisors at this office
1
Most active in
Michigan
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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