MG
MG
Mike Gula
24 Years of Experience
Portsmouth, NH
1 Disclosure
Mike Gula is a registered investment advisor at F L Putnam Investment Management CO., based in Portsmouth, NH, with 24 years of industry experience. Mike 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 2,563 clients with $7.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
2,563 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$7.7B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
29 Maplewood Ave, Suite 3, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2024Employment History
Current Registrations
F L Putnam Investment Management CO.
February 2026 - Present · 3 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2001 - July 2024 · 23 yrs 2 mos
Charles Schwab & CO., INC.Broker
April 2000 - July 2024 · 24 yrs 3 mos
State Registrations2 states
NHRI
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.