Michael Jobe
Michael Jobe is a registered investment advisor at Glover Park Wealth Management, LLC, based in Arlington, VA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 190 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Glover Park Wealth Management's investment advisory fees range from 0.65% to 1.25% annually, based on the value of your portfolio. The fees are negotiable and depend on factors like the complexity of services, the amount you invest, and the overall relationship. If Glover Park uses independent managers for your portfolio, the total fee, including Glover Park's fee and the independent manager's fee, will not exceed 2.50% annually.
Location
4201 Wilson Boulevard, 3rd Floor, Suite 27, Arlington, VA, 22203
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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 a sole proprietor of Awesomeseating.com, an online ticket sales business, dedicating a few hours per week. He is also a licensed insurance professional and spends minimal time on insurance referrals.
Employment History
Current Registrations
Glover Park Wealth Management, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.