Michael Neill
Michael Neill is a CFP, ChFC-designated registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 22 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
Get directionsHistory
Regulatory History (3)
Regulatory
September 2023Regulatory
May 2023Employment Separation After Allegations
April 2021Other Business ActivitiesSells Insurance
Michael operates under the DBA Gladstone Wealth Partners for his LPL business since 2021. He also spends minimal time on non-variable insurance through Book of Brokers. Michael dedicates full-time hours to Gladstone Institutional Advisory LLC as a Registered Investment Advisor Hybrid.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
State Registrations11 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.