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How does the advisor help clients – Key Takeaways:
- Acting as a financial expert for clients.
- Providing professional financial advice and guidance.
- Assisting clients in making sound financial decisions.
- Educating clients about financial strategies and options.
Facts and Insights
MICHIGAN ANGEL FUND MANAGING MEMBER LLC is a financial advisory firm that specializes in providing personalized and strategic financial advice to clients. They have a team of experienced professionals who are dedicated to helping clients achieve their financial goals and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
*numbers are based on the latest publicly available information.
Financial Services Offered
MICHIGAN ANGEL FUND MANAGING MEMBER LLC offers a wide range of financial services, including but not limited to:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
- Education planning
- Financial coaching and education
Client Types
MICHIGAN ANGEL FUND MANAGING MEMBER LLC serves a diverse clientele, including:
- Individuals
- High-net-worth individuals
- Business owners
- Families
- Trusts
- Non-profit organizations
Fees & Compensation
MICHIGAN ANGEL FUND MANAGING MEMBER LLC charges a fee based on a percentage of assets under management. The fee structure is outlined in a written agreement with each client and varies based on the services provided. The firm believes in transparency and has a straightforward fee structure without any hidden fees or commissions.
Background
MICHIGAN ANGEL FUND MANAGING MEMBER LLC was founded 15 years ago by a team of experienced financial professionals with a shared passion for helping clients achieve their financial goals and dreams. The firm’s team has a diverse background, with expertise in various areas of financial planning and investment management.
Financial Advisor Disclosures to Know
As a registered investment advisor, MICHIGAN ANGEL FUND MANAGING MEMBER LLC is required to disclose any potential conflicts of interest or legal disclosures to clients. These disclosures can include any relevant legal or regulatory actions taken against the firm or its advisors, as well as any affiliations with other financial companies or products. These disclosures can be found in the firm’s Form ADV, which is available to clients upon request.