Michael Wilkins
Michael Wilkins is a registered investment advisor at Gray Oak Capital Management, LLC, based in Greenwich, CT, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management Fees are negotiable.
Fee Estimator
Location
55 Old Field Point Road, Greenwich, CT, 06830
Get directionsHistory
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
Michael is a managing member of Silver Bay, LLC, investing in business opportunities and lending monies since 2014. He is also a Partner/Founder of Gray Oak Capital Management, LLC and involved with several other investment-related entities, dedicating minimal time to these activities.
Employment History
Current Registrations
Gray Oak Capital Management, LLC
Gray Oak Capital, LLCBroker
Previous Registrations
Gray Oak Capital Management, LLC
Quantex Clearing, LLCBroker
Precision Securities, LLCBroker
Velocity Capital, LLCBroker
Concept Capital Markets, LLCBroker
BMO Capital Markets CORP.Broker
Infm Securities LLCBroker
Paloma Securities L.L.C.Broker
Spear, Leeds & KelloggBroker
First Albany CorporationBroker
State Registrations13 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.