Exchange Capital Management, Inc. Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Exchange Capital Management, Inc. is a fee-only registered investment adviser based in Ann Arbor, Michigan, offering independent financial planning and professional portfolio management. By charging a management fee tied to the fair market value of assets under supervision, the firm aims to align its incentives with clients’ best interests and minimize conflicts of interest. The firm serves private individuals and families with investable assets across personal savings, trusts, IRAs, and retirement plans, as well as businesses with corporate pensions and profit-sharing plans, and foundations and financial institutions. While the typical client profile includes those with substantial investable assets, the firm notes it may be suitable for clients with at least half a million dollars to invest, after an initial conversation to assess fit. Recent developments include partnerships and notable activity in the fund and ETF space, reflecting ongoing expansion of its advisory relationships.

Sign up for free to view info

Company overview Email format