Michael Lee
Michael Lee is a registered investment advisor at Gibbs Wealth Management, LLC, based in Crown Point, IN, with 9 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 4,407 clients with $640M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on certain criteria, including accounts within the same household may be combined for a reduced fee, historical relationship, types of assets, anticipated future earning capacity, anticipated future additional assets, related accounts, and the clients expected level of management.
Fee Estimator
Location
250 N. Main Street, Crown Point, IN, 46307
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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 ActivitiesSells Insurance
Michael is involved in several business activities, including fixed insurance sales with Rasberry Group and Baker Richards Financial, LLC, and property and casualty insurance sales with Baker Richards Property & Casualty, LLC. He also engages in real estate sales with Hoosier Business & Family Real Estate and operates under the DBA Baker Richards Wealth Management, LLC.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Horace Mann Investors, 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.