Global Financial Planning Group, LLC is an adviser based in Troy. It manages $31 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Michigan.
Global Financial Planning Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Global Financial Planning Group, LLC is $31 million. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $17 million in discretionary accounts and $14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $283.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $280 thousand.
The advisory firm has several streams of revenue. Clients pay Global Financial Planning Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Darryl Gregory Duerbusch has been acting as President since 1 Sep 2002. David Brian Leszcynski joined the executive team most recently as the Vice President.