From the April 2005 issue of Investment Advisor • Subscribe!

Brad Wasserman

WHLS Financial Advisors, LLC

25505 W. 12 Mile Road, Suite 4200

Southfield, Michigan 48034-8340

Phone: 248-352-8040, ext. 133

Fax: 248-352-4490

Web address:


Year practice began: CPA firm in 1970, RIA firm in 2003

Number of advisors in office: Three CPAs are advisors in the RIA; there are nine professionals in the CPA firm

Number of clients: 40

Compensation method: Fee-only

Fee for managing assets: For managing portfolios, 1.25% for accounts with $200,000 to $500,000; 1% for $500,000 to $1 million; 0.9% for $1 million to $2 million; 0.8% for $2 million to $3 million; and 0.7% for managing more than $3 million.

Hourly rate: N/A

Clientele: High-net-worth clients, especially business owners, physicians, dentists, retirees, recently divorced individuals, and some retirement plans

Education: Bachelor of Business Administration, University of Michigan, 1985; Master of Taxation, Walsh College (Michigan), 1991

Certifications: CPA

Previous incarnations: CPA since 1985, previously at Price Waterhouse Coopers and another local CPA firm

Outside interests: Spending time with family, traveling, reading

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