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Updated September 28, 2026. Quick answer: Plante Moran Financial Advisors discloses a tiered schedule starting at 1.00% in its Part 2A | Form ADV Supplemental Information (March 27, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Part 2A | Form ADV Supplemental Information (March 27, 2026): “FEES & COMPENSATION Annual fees for advisory services are based upon a percentage of the fair market value of the assets being advised, specifically: 1.00% on the first $ 2,000,000 0.80% on the next $ 3,000,000 0.60% on the next $ 5,000,000 0.40% on the next $ 15,000,000 0.30% over $ 25,000,000 … A minimum annual fee of $5,000 applies to clients subject to this fee schedule. Accounts below $500,000 charged the minimum fee will experience a fee greater than the published fee schedule.”
Note: PMFA is a wholly owned affiliate of P&M Holding Group, LLP. Account minimum $500,000 (waivable per Item 7). AUM $25,117,897,108.
- first $2,000,000: 1.00%
- next $3,000,000: 0.80%
- next $5,000,000: 0.60%
- next $15,000,000: 0.40%
- over $25,000,000: 0.30%
Minimum annual fee: $5,000.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,000 | 2.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
Plante Moran’s marginal schedule (1.00% first $2,000,000) applies to all four benchmark balances, floored at the brochure’s own stated $5,000 minimum annual fee; the brochure itself notes accounts below $500,000 will see the minimum exceed the computed schedule fee, which is exactly what happens at $250,000 here.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Plante Moran Financial Advisors’s own published rate runs $5,000 a year.
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- Part 2A | Form ADV Supplemental Information (March 27, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048729
- SEC Investment Adviser Public Disclosure, Plante Moran Financial Advisors, LLC (CRD #112158): https://adviserinfo.sec.gov/firm/summary/112158
- Plante Moran Financial Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/112158/PDF/112158.pdf
Methodology. This page was built September 28, 2026, drawing on Plante Moran Financial Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Plante Moran Financial Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
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Is Plante Moran Financial Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Plante Moran Financial Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Plante Moran Financial Advisors against other options? See Plante Moran Financial Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.