JT
Joe Theisen
Advance Capital Management
Southfield, MI
FINRA VerifiedFiduciary
JT
Advance Capital Management
Southfield, MIEst. 2001
Firm Details
Experience
25 yrs
AUM
$4.5B
Minimum
$500K
Fee Type
Fee-Only
Specialties
Wealth ManagementRetirement PlanningTax Planning
Certifications & Licenses
FiduciaryCPASeries 63Series 65
Regulatory Information
FINRA Verified
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%
Account minimum: $1M (negotiable)
Comprehensive Financial Plan
$2Kone-time
Work History
Advance Capital ManagementCurrent
Managing Director / Financial Advisor
Jul 2023 - Present2 years
Morgan Stanley
Senior Financial Advisor
Aug 2015 - Feb 20237 years
Other Business Activities
This advisor is also engaged in the following business activities:
insurance agent
Licensed to sell life insurance and annuities
Compensation: Commissions
Office Locations
Advance Capital Management
PrimarySouthfield, MI
Key Team Members
JT
Joe Theisen
Financial Advisor
Reviews
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Key Team Members
JT
Joe Theisen
Financial Advisor
Office Locations
Advance Capital Management
PrimarySouthfield, MI
Reviews
Leave a ReviewNo reviews yet
Be the first to review