Partnering with a Traverse City Financial Adviser from Advance Capital Management
You’ve got questions, we’ve got answers. Keep in mind: It costs you nothing to sit down and have an initial conversation.
Why should I hire a financial adviser?
The further along your financial journey, the more complex it becomes. Our Traverse City wealth management services can help you connect the dots in your full financial picture so you can take advantage of things you might be missing. We'll get to know your hopes, dreams and fears to create a plan to improve your financial well-being now and in the future.
What is your fee?
Our fee is based on a percentage of your investable assets that we manage. That means we don’t charge you for our financial planning services until we start managing your investments. This percentage changes based on how much wealth is being managed by your adviser. You can get a better understanding of our fee structure and what fee would apply to your account by talking to an adviser.
How do I schedule an appointment?
You can schedule a meeting with one of our financial advisers in Traverse City by simply clicking the button on this page for a Free Consultation. This will let you choose a date and time that is convenient for you.
What information do I need to provide to get started?
You only need to provide some basic financial information to schedule a conversation with an Advance Capital Management financial adviser in Traverse City. For your first meeting, your adviser will help you gather more detailed financial information to develop a personalized financial plan that’s designed to put you on a path toward your retirement goals.
Do you serve clients who live outside of Traverse City?
Yes. In addition to Traverse City, we provide financial planning, investment management and retirement planning services to people throughout Michigan and remotely. To find out how best we can serve you, contact us for a free consultation.
Advance Capital Management helps people like you work toward financial independence by providing personalized financial and investment services. You know where you want to go. Contact us for a free financial plan to help you get there.