Brad Wasserman

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