Vintage Financial Services

Wealth Management Firm in Washtenaw County, MI

Firm Info
Address: 2373 Oak Valley Dr #110, Ann Arbor, MI 48103, USA
Phone: (734) 668-4040

Firm Size
Assets Under Management: $923.4 million
# of Advisors: 6
# of Clients: 530
Client to Advisor Ratio: 88:1
Average Account Size: $1.7 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Vintage Financial Services LLC Overview

Vintage Financial Services LLC is a registered investment advisory firm that provides investment advice only. Established in 1985, this firm has been serving clients for more than three decades. Based in Ann Arbor, Michigan, Vintage Financial Services offers fee-only fee arrangements to its clients. This means that the firm does not receive any form of commission or compensation for recommending specific investment products to its clients. With a focus on financial planning and portfolio management for individuals and small businesses, Vintage Financial Services also offers income tax planning and return preparation services to its clients. The firm believes that successful investing requires a comprehensive understanding of a client's overall financial position, which is why they offer customized financial planning services to meet the unique needs of each client. Additionally, the firm's portfolio management services aim to help clients achieve their financial objectives by creating well-diversified, risk-appropriate investment portfolios. With a team of experienced professionals, Vintage Financial Services LLC offers a holistic approach to financial planning and investment management, helping clients make sound financial decisions that align with their long-term goals.

VINTAGE FINANCIAL SERVICES LLC caters to a wide range of clients, including individuals, high net worth individuals, and charitable organizations. With their extensive knowledge and expertise in the financial industry, Vintage Financial Services LLC is able to provide customized and tailored solutions to meet the unique needs and goals of their clients. They understand that no two clients are the same and that each has different financial objectives and aspirations. Thus, they work closely with their clients to create personalized plans that align with their financial goals. Vintage Financial Services LLC offers flexible fee structures to meet the diverse needs of their clientele. They offer a percentage of assets under management (AUM) model, which reflects a percentage of the total assets managed by the firm. This pricing model is designed for clients who prefer to keep their investments in the hands of professionals, who then take charge of all aspects relating to the investment process, such as trading, portfolio maintenance, and market analysis. Additionally, they offer fixed fees for their services, which are determined by the specific service they are providing to the client. This fee structure allows clients to have peace of mind knowing exactly how much they will be charged for the services they require. Ultimately, Vintage Financial Services LLC understands that each client's financial situation is unique, and they are committed to providing personalized service and pricing to accommodate their clients' needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Vintage Financial Services LLC does not mention anything about an investment minimum. Therefore, it is unclear what the firm's investment minimum is, and interested investors should reach out to the firm directly to inquire about their investment requirements.

How This Office Can Help Washtenaw County, MI Residents

Vintage Financial Services assists clients in Washtenaw County, MI, with a variety of financial services. With expertise in investments, financial planning, tax services, and insurance, the company is positioned to provide a comprehensive suite of financial solutions to its clients. The team at Vintage Financial Services understands that each client has unique financial goals, so they provide personalized advice and services tailored to individual needs. Clients in Washtenaw County, MI, face a range of financial challenges, such as planning for retirement, saving for college, managing debt, and protecting their assets. Many people confront questions regarding how to invest their money and which types of insurance policies will adequately protect themselves and their families. In addition, navigating the complexities of tax codes and regulations can be daunting. The team at Vintage Financial Services is equipped to help clients tackle these challenges head-on, providing guidance and resources to create wealth, manage risk, and achieve financial stability.

To view the Minimum Investment and Fee Schedule for Vintage Financial Services LLC, visit their Part 2 Brochure.

Services Offered by Vintage Financial Services LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Vintage Financial Services LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2373 Oak Valley Dr #110, Ann Arbor, MI 48103, USA
Phone (734) 668-4040
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Vintage Financial Services LLC is registered to service clients in the following states:

  • California
  • Florida
  • Illinois
  • Indiana
  • Michigan
  • New York
  • Ohio
  • Texas
  • Washington

Disciplinary History

Vintage Financial Services LLC does not have any disclosures. Please visit it's Form ADV for more details.

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