DI
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Don Gill

10 Years of Experience
Southfield, MI

Don Gill is a registered investment advisor at Skyoak Wealth, based in Southfield, MI, with 10 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 450 clients with $690M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
450 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$692.7M

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Fees vary based on account size, time necessary to manage, asset mix, and scope of work, ranging from as low as 0.05% to as high as 1.95%. Fees may be negotiated at the firm's discretion.

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

28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034

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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
Skyoak Wealth
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Bks Advisors, LLC
December 2017 - December 2019 · 2 yrs
Morgan Stanley
June 2016 - October 2017 · 1 yr 4 mos
Morgan StanleyBroker
May 2016 - October 2017 · 1 yr 5 mos
State Registrations1 state
MI
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.
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