Mikhail Poltyrev is a CFP, ChFC-designated registered investment advisor at Ggm Financial LLC, based in Columbus, OH, with 16 years of industry experience. Mikhail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 423 clients with $510M 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 $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are assessed on a blended schedule and billed quarterly in advance. GGM Financial may group related client accounts for householding purposes. Fees are negotiable.
Fee Estimator
Location
2492 W Dublin Granville Rd., Columbus, OH, 43235
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
Mikhail sells fixed insurance products, dedicating minimal time to this activity. He is also a co-owner of BAM Distributing, LLC, an eBay sales business, but this takes none of his time during business hours.
Employment History
Current Registrations
Ggm Financial LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
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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