Flat / fixed fees in Sterling Heights, MI

3 advisers in Sterling Heights offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 3

Mangotree Capital, LLC6633 Eighteen Mile Road #2 · Sterling Heights, MI 48314 · (844) 626-4637 · Financial planningCRD 160552 · % of assets, Hourly charges, Fixed fees · $39.8 million AUMState registeredNo commissions reported Smart Money Financial Advisors, LLC12900 Hall Rd. Ste. 250 · Sterling Heights, MI 48313 · (586) 262-6400 · Financial planningCRD 306937 · % of assets, Fixed fees · $80.2 million AUMState registeredNo commissions reported Summit Financial Working With People You Trust43409 Schoenherr Road · Sterling Heights, MI 48313 · (586) 226-2100 · Financial planningCRD 126570 · % of assets, Hourly charges, Fixed fees · $219.0 million AUMSEC registeredNo commissions reported