Exchange Capital Management, Inc.

Exchange Capital Management is a fee-only Registered Investment Adviser providing independent financial planning and professional portfolio management. As fee-only advisers, we are not compensated by commissions but instead are compensated solely by a management fee tied to the fair market value of investments under our supervision. This helps us remain free from conflicts of interest and to act solely in your best interest. ECM serves private clients and families with assets in personal savings, trust, IRA’s and retirement plans. We also work with businesses and their corporate pensions and profit sharing plans, as well as with foundations, endowments and financial institutions. While individuals typically have $1 million or more in investable assets, we may be the right firm for you if you have $500,000 or more available to invest. An initial conversation will help us both determine if we have a good fit. More detailed information regarding Exchange Capital Management's business practices and key personnel can be found in our Form ADV Part II Uniform Application for Investment Registration. A link to this document is available on the company website.

网站

https://www.exchangecapital.com/

Exchange Capital Management, Inc.的外部链接

所属行业

金融服务

规模

11-50 人

总部

Ann Arbor，MI

类型

私人持股

创立

1989

领域

Financial Planning、Investment Management和Retirement Income