MG
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Michael Gutt

22 Years of Experience
Atlanta, GA

Michael Gutt is a registered investment advisor at Gutt Financial Management, LLC, based in Atlanta, GA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 49 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
49 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$162.1M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.25%
$2.0M - $4.0M0.23%
$4.0M - $5.0M0.19%
$5M+0.15%

Fees are negotiable. The minimum account size is $1,000,000, which equates to a minimum annual fee of $10,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3414 Peachtree Road Ne, 103 Monarch Plaza, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gutt Financial Management, LLC
January 2004 - Present · 22 yrs 4 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.