Michael Gilman

Gerber Kawasaki Wealth & Investment Management

8 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance Planning

Gerber Kawasaki Wealth & Investment Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

11,030 clients

Average Client Portfolio

$289K average

Assets Under Management

$3.2B

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.50%
$250K+	1.00%

Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2437 Main Street, Santa Monica, CA, 90405

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History

Regulatory History (1)

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Employment Separation After Allegations

August 2021

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Other Business Activities

Michael is a member of Alignment LLC, which sells the OrganiClear Acne Treatment Kit online. He spends minimal time overseeing outsourced activities like order fulfillment and marketing.

Employment History

Current Registrations

Gerber Kawasaki Wealth & Investment Management

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Fidelity Personal and Workplace Advisors

September 2018 - September 2021 · 3 yrs

Fidelity Brokerage Services LLCBroker

August 2018 - September 2021 · 3 yrs 1 mo

Nylife Securities LLCBroker

May 2016 - July 2018 · 2 yrs 2 mos

Transamerica Financial Advisors, INCBroker

March 2016 - March 2016 · 0 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.