Casey
Bear
Kmg Fiduciary Partners, LLC
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About this Advisor
Casey Bear is a certified financial planner based in Birmingham, Michigan who has 1 year of industry experience. Bear is currently employed by Kmg Fiduciary Partners, LLC. Bear has gained experience at Cranbrook Wealth Management, LLC and Kmg Fiduciary Partners, LLC. Bear is registered to operate in Michigan. Kmg Fiduciary Partners, LLC is a business based in Toledo, OH. The company has offices in four locations and a total of 16 people on staff. It manages $1 billion in total assets among its 3,237 client accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to four charities and foundations. Of its 3,237 accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the type of services provided. Fees billed by Kmg Fiduciary Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kmg Fiduciary Partners, LLC Brokerage Details
$1,007,846,931
16
3,237
$311,352
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Casey Bear Work History
Casey has been registered as a financial advisor for 1 years.*
Kmg Fiduciary Partners, LLC
Cranbrook Wealth Management, LLC
*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 Casey Bear 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 Kmg Fiduciary Partners, LLC
Toledo, OH
Toledo, OH
Toledo, OH
Birmingham, MI
Birmingham, MI
Toledo, OH
Toledo, OH
Toledo, OH
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
