Michelle Miller is a CFP-designated registered investment advisor at Gilbert & Cook, INC., based in West Des Moines, IA, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 901 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gilbert & Cook offers investment management services through wrap fee platforms, where you pay an all-inclusive fee based on the value of your portfolio rather than individual trading commissions. While the brochure mentions a $1,000,000 portfolio minimum for these services, the exact percentage fee schedule is detailed in a separate wrap fee platform brochure.
Location
5058 Grand Ridge Drive, West Des Moines, IA, 50265
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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 →Other Business Activities
Michelle is the treasurer for Des Moines Estate Planners, an activity she does outside of business hours without compensation. This activity is not investment-related.
Employment History
Current Registrations
Gilbert & Cook, INC.
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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