Ss&H Financial Advisors, Inc
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Overview
Ss&H Financial Advisors, Inc operates as a financial advisory firm located in Troy, Michigan. It controls $260.1 million in total assets over 228 accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). Ss&H Financial Advisors, Inc has a small group, including 2 financial advisors. Ss&H Financial Advisors, Inc does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, options and stocks.
Ss&H Financial Advisors, Inc oversees more than half of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction decisions without requiring client approval. It also manages two non-discretionary accounts totaling $18.0 million in assets under management. The firm's typical account size is $1.1 million. The typical financial advisor at Ss&H Financial Advisors, Inc administers about 114 client accounts.
The company's main office is at 50 W Big Beaver Rd Suite 225, Troy, Michigan 48084. The company is legally registered to serve customers across a few states, including Michigan and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ss&H Financial Advisors, Inc by the Numbers
$260.1 million
2
228
$1.1 million
Fee Structure
A financial advisor's fees usually depend on which service is offered. Fee types charged by the firm can be comprised of any blend of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Ss&H Financial Advisors, Inc.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to retail investors and high net worth investors. Out of its 228 clients, Ss&H Financial Advisors, Inc's largest client group is high net worth investors, although it also manages money for 135 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 59.21%
- Other Individuals - 40.79%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ss&H Financial Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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