James
Comer
Plante Moran Financial Advisors
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About this Advisor
James Comer is a financial advisor working in Columbus, Ohio with a total of 2 years of relevant experience. Comer is an employee of Plante Moran Financial Advisors. Comer has gained experience at Plante Moran Financial Advisors, Michigan Beer Growler Co, Oakland Hills Country Club, Michigan State University, Jp Morgan Chase, Oakland Community College and Ernest W Seaholm High School. Comer has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Ohio. Plante Moran Financial Advisors is an advisory company operating out of Southfield, MI. The company has offices in 12 locations and a total of 139 financial advisors. It has $17 billion in total assets between its 16,199 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 16,199 client accounts, 87% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management vary depending on the type of services. However, fees billed by Plante Moran Financial Advisors likely 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
James Comer Work History
James has been registered as a financial advisor for 2 years.*
Plante Moran Financial Advisors
Michigan Beer Growler Co
Oakland Hills Country Club
Jp Morgan Chase
Oakland Hills Country Club
Michigan State University
Oakland Hills Country Club
Oakland Community College
Ernest W Seaholm High School
*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 James Comer 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
Portage, MI
Southfield, MI
Southfield, MI
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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