Max
Wellinger
Plante Moran Financial Advisors
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About this Advisor
Max Wellinger is a chartered financial analyst who works out of Southfield, Michigan with 4 years of relevant experience. Wellinger works at Plante Moran Financial Advisors. They have been with Plante Moran Financial Advisors for their complete career. Wellinger is registered to operate in Michigan. Plante Moran Financial Advisors is a company based out of Southfield, MI. The company has offices in 12 locations and a total of 139 employees. It manages $17 billion in assets between its 16,199 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 16,199 customer accounts, 87% are held by high-net-worth investors who have at least $1 million in 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 depend on the services. However, fee types billed by Plante Moran Financial Advisors can include some blend 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
Max Wellinger Work History
Max has been registered as a financial advisor for 4 years.*
Plante Moran Financial Advisors
*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 Max Wellinger 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
West Bloomfield, MI
Portage, MI
Monroe, WA
Chicago, IL
Detroit, MI
Columbus, OH
Southfield, MI
Grand Rapids, MI
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