Avery
Waite
Plante Moran Financial Advisors
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About this Advisor
Avery Waite is a financial advisor working out of Auburn Hills, Michigan with a total of 1 year of industry experience. Waite currently works for Plante Moran Financial Advisors. During their career, Waite has held roles at Axa Advisors, LLC, Central Michigan University, Toledo Mudhens, Bedford High School, Cmu Annual Giving, Taco Bell, Lil Shack, Monettes, House Of Meats, Edward Jones, Valic Financial Advisors, Inc and Plante Moran Financial Advisors. Waite holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is approved to operate in Michigan. Plante Moran Financial Advisors is a financial advisory company that has its headquarters in Southfield, MI. The company has offices in 12 locations and a total of 139 advisors. It administers $17 billion in assets under management across its 16,199 accounts, making it one of the largest firms in the United States by assets under management. The firm advises four charities and foundations. Of its 16,199 customer accounts, 87% are associated with high-net-worth clients who have greater than $1 million in investable assets. Plante Moran Financial Advisors has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Plante Moran Financial Advisors most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plante Moran Financial Advisors Brokerage Details
$16,742,515,079
139
16,199
$1,033,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Avery Waite Work History
Avery has been registered as a financial advisor for 1 years.*
Plante Moran Financial Advisors
Valic Financial Advisors, Inc
Axa Advisors, LLC
Toledo Mudhens
Cmu Annual Giving
Edward Jones
House Of Meats
Monettes
Central Michigan University
Lil Shack
Bedford High School
Taco Bell
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Avery Waite to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plante Moran Financial Advisors
Monroe, WA
West Bloomfield, MI
Portage, MI
Chicago, IL
Detroit, MI
Columbus, OH
Southfield, MI
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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