Michael Gavin
Michael Gavin is a registered investment advisor at Edelman Financial Engines, based in Mandeville, LA, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
4 Sanctuary Boulevard, Suite 200, Mandeville, LA, 70471
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2013Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Scottrade Investment Management
Scottrade, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wheat, First Securities, INC.Broker
Prudential-Bache Securities INC.Broker
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.