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Fee Based Planning

Fee based planning is a relationship approach to investment planning. A Fee Based advisor does not get paid "commissions" on products they sell. They work together with clients with a fuduciary responsibility to act in the clients best interest. 

 

What does a Fee Based Client look like?

  • A person tired of wondering if they just sold the right product!

  • A person wondering if their "commission" based advisor is looking out for your or their interests?

  • A person who wants to have the confidence to resolve thier financial affairs are inline with what they want to achieve.

  • A person who wants to gain a trusted advisor and most times a good friend for life.

 

If you fall in any of these catagories than we would like to assist you in the world of Fee Based Planning.

Below you will find some of our fee based strategists that we use for our fee based planning clients.

  • AssetMark                                                                Fund Evaluation Group
  • Greenrock Research                                              Horizon Investments         
  • J.P. Morgan Asset Management                        Litman Gregory     
  • Loring Ward                                                             Morningstar Investment services
  • Rogerscasey                                                             Russell Investments
  • Symmetry Partners                                               The Institute for Wealth Management
  • The Vanguard Group                                             Weatherstone Capital Management

Visit

4265 Wilder Rd. 

Bay City, MI 48706 

Call

Phone: (866)-945-9825

Office: (989)-329-9825

 

Contact

jmunn@familyheritageadvisors.com

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Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge, Family Heritage Advisors. and Valley United Insurance Agency are separate companies and are not affiliated.
 
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising
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Investment Advisory Services offered through IARs of CIRA ,a Registered Investment Adviser
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC,
to residents of: (Michigan, Colorado, California )
 
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up,
individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
 

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