Michael Tillman is a registered investment advisor at Burkholder Wealth Management, based in Broken Arrow, OK, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 239 clients with $260M 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 | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,001. Existing clients are grandfathered in on their current fee schedule.
Fee Estimator
Location
1615 S. Eucalyptus Ave, Ste 209, Broken Arrow, OK, 74012
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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 is the President/Owner of Michael B. Tillman Insurance & Financial Services, Inc. since 2009 and The Revive Group of OK, LLC since 2022, both insurance businesses, dedicating about a quarter of his time to each. He also owns The Revive Group of OK since 2023, spending a few hours per week on it.
Employment History
Current Registrations
Burkholder Wealth Management
Previous Registrations
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations1 state
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