Michelle Gams
Michelle Gams is a registered investment advisor at Eagle Strategies LLC, based in Billings, MT, with 28 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
Gams Financial Group LLC, 1575 Shiloh Road, Suite J, Billings, MT, 59106
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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
Michelle is involved in several business activities, including Mary Kay, cattle ownership, and real estate. She also operates under the DBA names GAMS Financial Group, LLC and Retirement Solutions for selling New York Life products and brokering non-registered insurance products, as well as insurance brokering.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.