Carl Gill
Carl Gill is a registered investment advisor at Asset Preservation Capital, LTD, based in Troy, MI, with 41 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 104 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Preservation Capital charges a percentage of your portfolio each year. The maximum annual management fee is 2.00%, but this fee is negotiable based on the size of your account. The fee is collected monthly, either at the beginning or end of the month, based on the value of your account. This fee does not include ticket charges or other transaction fees. They also recommend third-party investment advisors and may receive a portion of their management fee.
Location
3331 W. Big Beaver Rd, Suite 118, Troy, MI, 48084
Get directionsHistory
Regulatory History (16)
Customer Dispute
September 2024Customer Dispute
April 2024Customer Dispute
September 2023Customer Dispute
February 2023Customer Dispute
June 2022Customer Dispute
April 2022Customer Dispute
September 2021Customer Dispute
July 2021Customer Dispute
April 2021Customer Dispute
March 2021Customer Dispute
February 2021Employment Separation After Allegations
December 2015Regulatory
November 2011Customer Dispute
April 2007Regulatory
May 1984Employment Separation After Allegations
February 1984Other Business ActivitiesSells Insurance
Carl is an agent/owner of Asset Preservation Capital, LLC, offering insurance and financial services, dedicating about half his time to this. He also owns G.D. Tax and Associates, a tax preparation business, spending about 10% - 20% of his time there.
Employment History
Current Registrations
Asset Preservation Capital, LTD
Previous Registrations
Healthview Asset Management, INC.
Elevated Performance Investment Group, LLC
Spectrum Financial Resources
United Planners' Financial Services of America a Limited PartnerBroker
Asset Advisors, LLC
Professional Asset Management, INC.Broker
Leonard & CompanyBroker
Vestax Securities CorporationBroker
First of Michigan CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.