Gil Feldman
Gil Feldman is a registered investment advisor at The Enterprise Investment Company, based in Farmington Hills, MI, with 21 years of industry experience. Gil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 841 clients with $610M 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 | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under certain circumstances at the firm's discretion. Custodian and execution fees are charged separately.
Fee Estimator
Location
30301 Northwestern Highway, Suite 200, Farmington Hills, MI, 48334
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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 Activities
Gil is a board member for the Jewish Federation of Metropolitan Detroit and president of the board for Farber Hebrew Day School Yeshivat Akiva, both volunteer positions. He is also a salaried employee of Napco Inc., working 30+ hours per week, and an investment adviser representative for Enterprise Investment Company.
Employment History
Current Registrations
The Enterprise Investment Company
The Enterprise Securities CompanyBroker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
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.
Exams
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