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GEM Asset Management, LLC

Plymouth, Michigan

Fee-only

GEM Asset Management, LLC at a glance

  • One of 237 fee-only firms based in Michigan in the Wellspent graph.
  • 4 advisors are listed here; 2 of 4 hold the CFP.
  • Its Form ADV reports 4 employees and 490 individual clients, 95 of them high net worth.
  • Its average account is about $462,000 (assets it manages divided by its 1,359 accounts).

Fee-only advisors in Michigan · What fee-only advisors charge in Michigan

Facts

Based inPlymouth, Michigan
Email[email protected]
Phone(734) 737-9108

Questions about GEM Asset Management, LLC

How many advisors does GEM Asset Management, LLC have in the Wellspent public graph?

The Wellspent public graph lists 4 advisors at GEM Asset Management, LLC, and 2 hold the CFP.

What is the average account at GEM Asset Management, LLC?

GEM Asset Management, LLC's average account is about $462,000. That's the assets on its Form ADV divided by its 1,359 accounts.

GEM Asset Management, LLC fees

GEM Asset Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$628 million
Individual clients395
High-net-worth clients95
Accounts managed1,359
Employees4
Planning clients251-500
Registered withThe SEC (801-67414)
Financial planningOffered
Form ADV filedMarch 30, 2026
SEC recordCRD 124332

Advisors at this firm (4)

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