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
Previous incarnations: CPA since 1985, previously at Price Waterhouse Coopers and another local CPA firm
Outside interests: Spending time with family, traveling, reading