Michelle Taylor is a registered investment advisor at Gfg Solutions, based in Orlando, FL, with 7 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 330 clients with $230M 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 | 1.00% |
| $250K - $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee for Fixed Income only accounts is 0.50%. An additional 0.25% fee applies to held away accounts. GFG Solutions charges a fixed management fee of 1% for our leveraged equity portfolios. For qualified clients meeting SEC requirements under Rule 205-3, a year after account opening, in addition to the 1% fixed fee, GFG Solutions also charges a 20% performance fee (net of the 1% fee) on carried interest above a 15% minimum internal rate of return (IRR) hurdle. Fees can be waived, in whole or in part, for clients who are members of the family or friends. In certain other circumstances, fees and account minimums are negotiable and therefore, fees can vary from client to client. In addition, Fees for special circumstances may be offered at a reduced rate.
Fee Estimator
Location
150 N. Orange Street, Suite 340, Orlando, FL, 32801
Get directionsHistory
Regulatory History (4)
Criminal
November 2000Criminal
November 2000Criminal
November 2000Criminal
November 2000Other Business Activities
Michelle is an investor/owner in WMC SC Partners, LLC, which generates rental income. She dedicates minimal time to this activity.
Employment History
Current Registrations
Gfg Solutions
Previous Registrations
Gfg Solutions
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.