WHLS Financial Advisors, LLC
25505 W. 12 Mile Road, Suite 4200
Southfield, Michigan 48034-8340
Phone: 248-352-8040, ext. 133
Fax: 248-352-4490
Web address: www.whls.com
E-mail: [email protected]
Year practice began: CPA firm in 1970, RIA firm in 2003
Number of advisors in office: Three CPAs are advisors in the RIA; there are nine professionals in the CPA firm
Number of clients: 40
Compensation method: Fee-only
Fee for managing assets: For managing portfolios, 1.25% for accounts with $200,000 to $500,000; 1% for $500,000 to $1 million; 0.9% for $1 million to $2 million; 0.8% for $2 million to $3 million; and 0.7% for managing more than $3 million.
Hourly rate: N/A
Clientele: High-net-worth clients, especially business owners, physicians, dentists, retirees, recently divorced individuals, and some retirement plans
Education: Bachelor of Business Administration, University of Michigan, 1985; Master of Taxation, Walsh College (Michigan), 1991
Certifications: CPA
Previous incarnations: CPA since 1985, previously at Price Waterhouse Coopers and another local CPA firm
Outside interests: Spending time with family, traveling, reading
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