Fee-OnlyFinder

% of assets managed in Marquette, MI

3 advisers in Marquette offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 3

B.a. Roberts Financial Services, INC.989 West Washington Street, Suite 101 · Marquette, MI 49855 · (906) 228-5564 · Financial planningCRD 289856 · % of assets, Hourly charges, Fixed fees · $373.9 million AUMSEC registeredNo commissions reportedDv Kill Advisory Services, LLC936 Sherman Street · Marquette, MI 49855 · (906) 250-9363 · Financial planningCRD 172883 · % of assets, Hourly charges · $5.1 million AUMState registeredNo commissions reportedNorthern Edge Wealth Management2424 US Highway 41 West · Marquette, MI 49855 · (906) 228-6018 · Financial planningCRD 338102 · % of assets, Hourly charges, Fixed fees · $246.9 million AUMSEC registeredNo commissions reported