Savings Coach, LLC

Savings Coach, LLC (CRD# 142756) is a financial advisory firm headquartered in Troy, MI. They manage $2,188,345 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $59,144
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 Savings Coach, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Adam J. Funk
CRD#: 4515646
755 W Big Beaver Rd, Suite 2020, Troy, MI 48084
103
Wealthminder
score
Adam Funk (CRD# 4515646) is an Investment Advisor Representative working at Savings Coach, LLC in Troy, MI and has over 12 years of experience in the finance industry. Adam Funk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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