Michael Mais
Michael Mais is a registered investment advisor at Global Portfolio Services LLC, based in Grand Rapids, MI, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 19 clients with $12M 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Grand Rapids, MI
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
January 2011Customer Dispute
January 2011Employment History
Current Registrations
Global Portfolio Services LLC
Previous Registrations
Regal Investment Advisors LLC
VALIC Financial Advisors, INC.
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.