Michael Gay is a CFP-designated registered investment advisor at Planvesting, LLC, based in Grayling, MI, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Planvesting's portfolio management fees are charged as a fixed annual retainer, paid quarterly. These fees typically range from $625 per quarter ($2,500 per year) to $1,500 per quarter ($6,000 per year), but may be higher for complex or large accounts. The fees include account setup, ongoing reviews, rebalancing, and consultation.
Location
Grayling, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Planvesting, LLC
Previous Registrations
Chesme Capital Management
State Registrations1 state
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