Don Gill is a registered investment advisor at Skyoak Wealth, based in Southfield, MI, with 9 years of industry experience. Don 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 450 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SkyOak Wealth charges an annual fee based on a percentage of the value of your investments. The exact fee can vary from 0.050% to 1.95% depending on your situation, investment style, and the scope of services required. The fee is charged either quarterly or monthly, in advance.
Location
28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034
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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 →Employment History
Current Registrations
Skyoak Wealth
Previous Registrations
Bks Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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