Wayne Titus III, AIFAŽ, CPA, PFS
Plymouth, Michigan, 48170
Member Since 2004
My mission is to: Impart meaningful financial wisdom and tax advice enabling people to achieve better stewardship for their families and businesses.
The strategy for obtaining this vision is built on a passive management approach which helps minimize portfolio costs, underpinned by strategic asset class allocation which follows the Prudent Investor Rule, a legal requirement for fiduciaries in the State of Michigan and adopted across most of the country.
My Location
Background Information
Years of Financial Experience
- 9
Education
- Grove City College (BA - Business Adm)
- U of South Florida (BS - Accounting)
- John Marshall Law School (MA Cand. - Employee Benefits Law)
Certifications and Designations
- AIFAŽ
- CPA
- PFS
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity/National Financial Srvs
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly, semi-annually, annually and upon request
- I review my clients' investment portfolios with them quarterly, semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 119569
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: AMDG Financial
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, I am an Accredited Investment Fiduciary and will work with trustees or other investment stewards to implement fiduciary investment processes.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, I am an Accredited Investment Fiduciary and will work with rustees or other investment stewards to implement fiduciary investment processes.
Investment Products
- Mutual Funds
Visit Website - http://www.amdgservices.com
