Michael Tillman
Michael Tillman is a registered investment advisor at Burkholder Wealth Management, based in Broken Arrow, OK, with 21 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, Investment Management, Retirement Planning. Their firm serves 268 clients with $380M 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% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable. For accounts over $20,000,000, the fee is determined by the complexity of planning needs. Existing clients are grandfathered on their current fee schedule.
Fee Estimator
Location
1615 S. Eucalyptus Ave, Ste 209, Broken Arrow, OK, 74012
Get directionsHistory
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
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
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