Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Joseph Gunnar & Co., LLC does not charge a separate fee for selecting other advisers. They share in the advisory fee you pay directly to the TPMM, which will not exceed 3% annually. The Program fee is negotiable based on individual client circumstances. TPMM custody fees through RBC range between 0.05% and 0.35% annually, and Envestnet charges a sponsor fee of between 0.05% and 0.18% annually.
Areas of Practice
Advisor Information
Office location
1000 Rxr Plaza, East Tower, Uniondale, NY, 11556
Get directionsRegulatory History (7)
Customer Dispute
June 2021Customer Dispute
April 2013Customer Dispute
May 2006Customer Dispute
October 2004Customer Dispute
June 2003Customer Dispute
February 2001Customer Dispute
January 2001Other Business Activities
Michael is a general partner of Buttonwood Select Opportunities Management Associates LLC and a member of Buttonwood H1 Management Associates LLC as a non-voting passive member. He also manages a website developed managed account business through American Pride Wealth Management Group, spending a few hours per week. Finally, Michael owns Goal Setter LLC, spending minimal time on securities trading to pay office bills.