Carl Damien Gill
Advisor at Asset Preservation Capital, LTD — Troy, MI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
41 years
Location
Troy, MI 48084
Asset Preservation Capital, LTD
Independent
Total advisors
1Clients per advisor
100 Very HighAvg AUM per client
$185,300 LowHNW client ratio
0% LowCarl Gill is a financial advisor with Asset Preservation Capital, LTD in Troy, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with several firms, including Healthview Asset Management, Elevated Performance Investment Group, and his own Asset Preservation Capital entities. In addition to advising, he owns and operates a tax preparation business. Asset Preservation Capital primarily serves individual clients, offering comprehensive financial planning, targeted consulting, and discretionary portfolio management. The firm utilizes customized, asset-allocation driven portfolios and collaborates with third-party advisers, managing approximately $16 million across about 100 client relationships.
Based on Asset Preservation Capital, LTD
Fixed fee of $600 for financial planning services, negotiable
Account minimum: $50,000 Minimum fee: Financial planning fixed fee of $600, negotiable based on complexity
Troy, MI
3331 W. Big Beaver Rd, Suite 118
Troy MI 48084
Advisors at this office
1
Michigan
41 years of industry experience
Asset Preservation Capital, LTD
2019 - Present • 7 years
Troy, MI
Healthview Asset Management, Inc.
2018 - 2019 • 1 year
Troy, MI
Elevated Performance Investment Group, LLC
2015 - 2017 • 2 years
Troy, MI
Asset Preservation Capital, LLC
2013 - Present • 13 years
Troy, MI
G.D. Tax and Associates
2012 - Present • 14 years
Troy, MI
Spectrum Financial Resources
2012 - 2015 • 3 years
Troy, MI
Asset Advisors, LLC
2010 - 2011 • 1 year
Troy, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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