"John Lesser was committed to unbiased advice when he graduated from Oakland University in 1992. “Most Wall Street jobs were commission-based,” he says. “I wasn’t comfortable with conflicts that came with a sales-driven model.”
He landed at Plante Moran, an accounting firm with a wealth-management arm. Today, with nearly $12 billion in assets, Plante Moran offers a robo-advisor for the mass affluent, advice on manager selection for endowments, and high-touch, white-glove service for family offices."
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