JG
JG

Joseph Griffin

13 Years of Experience
Bloomfield Hills, MI

Joseph Griffin is a registered investment advisor at Gpm Growth Investors, INC., based in Bloomfield Hills, MI, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 207 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
207 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$258.1M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.85%

For accounts holding individual stocks (GPM Stock and Balanced Accounts). For ETF-based portfolios, the annual fee is 0.85%. GPM may negotiate fees that are different than the fee schedule outlined above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

39533 Woodward Ave, Suite 145, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gpm Growth Investors, INC.
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
Malbork Capital Management, LLC
November 2017 - December 2022 · 5 yrs 1 mo
Griffin Portfolio Management CORP
November 2010 - November 2015 · 5 yrs
State Registrations2 states
FLMI
Advisor

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
No exam information available for this advisor.
Joseph Griffin - Financial Advisor | TrueAdvisor