Exchange Capital Management provides investment advisory and supervisory services for private clients, financial institutions, corporate entities, and foundations. Our management fee is tied to the fair market value of your investments under our supervision. If you have multiple managed accounts, we’ll automatically combine them. Our required minimum is $500,000 in one account, but most of our clients typically have $1,000,000 or more. Please refer to our Form ADV for a more detailed explanation of services we provide.
|Assets Under Management||Annual Cost of Service|
|First $2,000,000||115 Basis Points (1.15%)|
|Next $3,000,000||95 Basis Points (0.95%)|
|Next $5,000,000||65 Basis Points (0.65%)|
|Over $10,000,000||35 Basis Points (0.35%)|
Always know how much you're paying for services and how your advisor is being compensated.
Prioritize low-cost, tax-efficient strategies and make responsible wealth management choices in the presence of taxes.
Develop a personalized strategy that limits unnecessary risk without sacrificing the ability to reach identified goals.
If you have accounts that are not managed by us, you are more than welcome to invest on your own. In fact, our blog is a great resource for staying up to date on investment practices.
Yes! As fiduciaries, we are held to legal and ethical standards that ensure we act in your best interests not our own. This protects your investments by providing safeguards that every fiduciary must follow.
If your advisor or a friend’s “advisor” implies that they’re working for free…RUN. Many investors believe their service is free or are unaware of how their advisor is compensated. Unfortunately, “free advice” can cost you more than just pocket change.