Michael Bosen is a registered investment advisor at Gbg Wealth Management LLC, based in Mesa, AZ, with 18 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
GBG Wealth Management's investment advisory fee is a percentage of the value of your portfolio, paid quarterly in advance. The fee is negotiated and can be up to 1.50% per year. The final fee depends on factors like the amount of assets managed, portfolio complexity, and servicing needs. Clients may pay different fees for similar services. GBG may allocate assets to its affiliated third-party manager, Gallacher Capital Management, LLC.
Location
1830 S Alma School Road, Suite 116, Mesa, AZ, 85210
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 Activities
Michael spends about half his time on tax preparation, accounting, and bookkeeping services at Gallacher, Bosen, & Goodman, PLLC. He also has several real estate rental businesses and is involved with Arizona Plumbing Experts LLC, each taking minimal time.
Employment History
Current Registrations
Gbg Wealth Management LLC
Previous Registrations
LPL Financial LLCBroker
Gallacher Capital Management, LLC
Mutual Service CorporationBroker
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.