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Michael Tilley

Global View Capital Management LLC
33 Years of Experience
Waukesha, WI
2 DisclosuresSells Insurance
View SEC Summary
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Michael Tilley is a registered investment advisor at Global View Capital Management LLC, based in Waukesha, WI, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M in assets under management.

Global View Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
3,819 clients
Average Client Portfolio
$203K average
Assets Under Management
$775.2M

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2001
Criminal
August 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is a CPA providing tax preparation and planning services since 1974. He is also an insurance agent for Global View Capital Insurance Services, selling fixed insurance products and term life insurance, dedicating about 10-20% of his time. Additionally, he works as an independent contractor for Global View Capital Advisors, marketing insurance and advisory services, taking about half his time.

Employment History
Current Registrations
Global View Capital Management LLC
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2014 - January 2019 · 4 yrs 9 mos
The Strategic Financial Alliance, INC.Broker
November 2010 - December 2013 · 3 yrs 1 mo
The Strategic Financial Alliance
November 2010 - December 2013 · 3 yrs 1 mo
Investment Advisors International, INC.
July 2006 - November 2010 · 4 yrs 4 mos
Intersecurities, INC.
September 2005 - August 2006 · 11 mos
World Group Securities, INC.Broker
March 2003 - November 2010 · 7 yrs 8 mos
American Express Financial Advisors INC.Broker
June 1991 - November 2001 · 10 yrs 5 mos
Ids Life Insurance CompanyBroker
June 1991 - November 2001 · 10 yrs 5 mos
State Registrations1 state
WI
Advisor

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.

Exams
No exam information available for this advisor.
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