Michael Giblin
Michael Giblin is a CFP-designated registered investment advisor at Dovetail Financial Group LLC, based in Wilmington, NC, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 342 clients with $300M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Location
210-4 Avondale Ave, Wilmington, NC, 28403-7059
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business Activities
Michael is a teacher at Cameron School of Business, is on the Charity Grants Committee at Landfall Country Club, and is an advisor for a support company. These activities take a few hours per week and are not investment related.
Employment History
Current Registrations
Dovetail Financial Group LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Herzog, Heine, Geduld, 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.