Michael Nedreski
Michael Nedreski is a registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 31 years of industry experience. Michael 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 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 1992Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including non-variable insurance sales since 2015, dedicating about 10% of his time. He also works with Gladstone Institutional Advisory LLC and White Oak Wealth Partners as a registered investment advisor, and as a registered representative with LPL Financial, spending about half his time on these investment-related activities.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Lawing Financial INC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations10 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.