Gary Mikula is a CFA-designated registered investment advisor at Birch Hill Investment Advisors LLC, based in Boston, MA, with 23 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 195 clients with $2.9B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of up to $20,000. Birch Hill may, at its discretion, charge a lesser fee than the stated minimum or reduce its standard investment management fee.
Fee Estimator
Location
One International Place, Suite 770, Boston, MA, 02110
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Gary is a committee member and volunteer for Friends of the Children-Boston, a non-profit organization, since 2004. He dedicates minimal time to the organization, overseeing budgeting, audits, and investments.
Employment History
Current Registrations
Birch Hill Investment Advisors LLC
Previous Registrations
Seaward Management CORP
State Registrations2 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.