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Andrew Jon Barber

Plante Moran Financial Advisors

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About Andrew Jon Barber

Andrew Barber is an Investment Advisor Representative at Plante Moran Financial Advisors. Andrew has been in the industry for 12 years and holds the Series 65 license. Andrew earned a Certified Financial Planner designation. Andrew works with individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. The Plante Moran Financial Advisors team provides investment advisory and financial planning services to a wide range of clients, including families, businesses, and charitable organizations. The firm offers a variety of services, including: portfolio management, financial planning, and retirement planning. The firm is committed to providing its clients with personalized service and investment solutions that meet their individual needs.

Firm Information

Andrew Barber is currently registered with Plante Moran Financial Advisors. Plante Moran Financial Advisors is a registered investment advisor with approximately $20.53 billion in regulatory assets under management. The firm provides financial planning, portfolio management for businesses and individuals. Plante Moran Financial Advisors has 132 investment advisory professionals and serves a variety of clients, including high-net-worth individuals, families, corporations, charitable organizations and other businesses.
Plante Moran Financial Advisors

3000 TOWN CENTER

SOUTHFIELD, MI 48075

$20.53B

Assets Under Management

5

Total Clients

111

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Barber’s Registration & Firm History

MI

03/15/2021 - Present

Plante Moran Financial Advisors (SOUTHFIELD MI)

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Licenses & Designations

IA

Issued 03/13/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Jon Barber.
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