The Practical Investor is a large advisory firm based in East Lansing. It manages $38.58 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Michigan.
The Practical Investor provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Practical Investor is $38.58 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Practical Investor for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where The Practical Investor performs its advisory services is located at 139 W Lake Lansing Road, East Lansing, MI 48823 1433, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 517-324-8741 or by fax 517-336-7208. The normal business hours are 9:00 - 5:00 (eastern time) on Monday - Friday. You can find more information about the New York firm at www.thepracticalinvestor.com.