Michael Bloom
Michael Bloom is a CFP, ChFC-designated registered investment advisor at Grosse Point Capital Management, based in Evanston, IL, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 11 clients with $1.5M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Location
1603 Orrington Ave., Suite 600, Evanston, IL, 60201
Get directionsHistory
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 a managing member of Grosse Point Insurance Agency, distributing and managing fixed insurance products including life, disability income, long-term care insurance, and fixed annuities. This activity takes a few hours per week.
Employment History
Current Registrations
Grosse Point Capital Management
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Redhawk Wealth Advisors, INC.
Redhawk Wealth Advisors, INC.
Estate & Trust Advisors
Calton & Associates, INC.Broker
Calton & Associates, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
AXA Advisors, LLCBroker
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.