Gil Feldman
Gil Feldman is a registered investment advisor at The Enterprise Investment Company, based in Farmington Hills, MI, with 20 years of industry experience. Gil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 413 clients with $480M 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 |
|---|---|
| $0K - $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.
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
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