$12.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-04-2013
- Office Locations
- 1
Office Locations
-- Grayling MI
About Planvesting, LLC
Planvesting, LLC is an independent investment management firm serving affluent investors with low-cost, fixed-fee portfolio management. The firm emphasizes passive, index- and asset-allocation-driven strategies, using ETFs and high-quality fixed income rather than active manager selection. Custody is supported through Charles Schwab & Co., and the firm has been helping clients build wealth since 2005.
Team overview
-- AVG AGE
$12.8M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL LELAND GAY
Advisor, Managing Member
- CRD
- #5086610
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,781,895 | -- |
| Total | $12,781,895 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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