Instep Investments LLC

Instep Investments LLC (CRD# 151688) is a financial advisory firm headquartered in Southfield, MI. They manage $780,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $19,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Instep Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Preston N. Titus
CRD#: 1330652
17515 W. Nine Mile Road, #755, Southfield, MI 48075
61
Wealthminder
score

Preston Titus (CRD# 1330652) is an Investment Advisor Representative working at Instep Investments LLC in Southfield, MI and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.