Michael Gammill is a registered investment advisor at Expand Financial Group, LLC, based in Bozeman, MT, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 308 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Expand Financial Group offers two investment management options:
- Asset Management: Fees are based on a percentage of the assets managed. For example, a $250,000 portfolio would incur an annual fee of $3,750 (1.50%), billed quarterly in advance.
- Comprehensive Portfolio Management: This includes asset management, financial planning, and consulting for a single fee of 1.75% of the assets managed. For example, a $250,000 portfolio would incur an annual fee of $4,375, billed quarterly in advance.
Fees are negotiable.
Location
3256 Gardenbrook Lane, Bozeman, MT, 59715
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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.
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Michael is a Lead Navigator at Auxano Consulting, providing consulting services to churches. This requires about 10-20% of his time, with a varying number of hours per month depending on contract assignments.
Employment History
Current Registrations
Expand Financial Group, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.