Michael Gilman
Michael Gilman is a registered investment advisor at Grip Financial, LLC, based in Midlothian, VA, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 96 clients with $53M 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 | 2.00% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Midlothian, VA
Get directionsHistory
Regulatory History (1)
Regulatory
June 2022Other Business ActivitiesSells Insurance
Michael is the Managing Member and an Insurance Agent at GRIP Financial Solutions LLC, offering insurance services and sales since February 2023. This takes about 10-20% of Michael's time, including time during trading hours.
Employment History
Current Registrations
Grip Financial, LLC
Previous Registrations
Carlson Financial
Carlson Financial
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.