Michael Kaup
Michael Kaup is a registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
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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
Michael operates Jockey Hollow Financial Services, LLC as a DBA for LPL business and provides investment advisory services through Gladstone Institutional Advisory, LLC, dedicating nearly full-time hours to these activities. He also engages in property and casualty insurance and sells non-variable insurance, including life, accident, health, and property & casualty, spending a few hours per week on these insurance-related activities.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations13 states
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