Michael Bosen is a registered investment advisor at Gbg Wealth Management LLC, based in Mesa, AZ, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable on a case-by-case basis with a maximum annual asset-based fee of 1.50%. Cash positions are included in the asset calculation unless agreed otherwise.
Fee Estimator
Location
1830 S Alma School Road, Suite 116, Mesa, AZ, 85210
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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 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
Gallacher Capital Management, LLC
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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