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MG
MG

Michael Gilman

Gerber Kawasaki Wealth & Investment Management
8 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance Planning
Gerber Kawasaki Wealth & Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
11,030 clients
Average Client Portfolio
$289K average
Assets Under Management
$3.2B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K+1.00%

Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

2437 Main Street, Santa Monica, CA, 90405

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2021
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is a member of Alignment LLC, which sells the OrganiClear Acne Treatment Kit online. He spends minimal time overseeing outsourced activities like order fulfillment and marketing.

Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2018 - September 2021 · 3 yrs
Fidelity Brokerage Services LLCBroker
August 2018 - September 2021 · 3 yrs 1 mo
Nylife Securities LLCBroker
May 2016 - July 2018 · 2 yrs 2 mos
Transamerica Financial Advisors, INCBroker
March 2016 - March 2016 · 0 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.