Michelle Taylor is a registered investment advisor at Gfg Solutions, based in Orlando, FL, with 8 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 315 clients with $310M 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 $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fixed income only accounts are charged 0.55%. Held away accounts incur an additional 0.25% fee. Fees are negotiable for family, friends, and special circumstances.
Fee Estimator
Location
150 N. Orange Street, Suite 340, Orlando, FL, 32801
Get directionsHistory
Regulatory History (4)
Criminal
November 2000Criminal
November 2000Criminal
November 2000Criminal
November 2000Other Business Activities
Michelle is an investor/owner in WMC SC Partners, LLC, which generates rental income. She dedicates minimal time to this activity.
Employment History
Current Registrations
Gfg Solutions
Previous Registrations
Gfg Solutions
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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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