Donald Gilin
Donald Gilin is a registered investment advisor at Valmark Advisers, INC., based in Mason, MI, with 40 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.
Fee Estimator
Location
140 E. Ash Street, Mason, MI, 48854
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1995Other Business ActivitiesSells Insurance
Donald is a managing partner in Gilin-Henderson Management Co., a rental property business, dedicating about 10-20% of his time. He also sells group life and health insurance, and provides sales and service of employee benefit plans, spending minimal time on each of these activities.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Centennial Financial Services, INC.Broker
Manequity, INC.Broker
State Registrations14 states
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.
Exams
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