Advisor at Grosse Point Capital Management
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Firm
Grosse Point Capital Management
Location
Evanston, IL 60201
Credentials
CFP®, ChFC®, Series 66
Industry experience
25 years
Michael Bloom is a CFP® and ChFC® with 25 years of industry experience. He is the principal advisor at Grosse Point Capital Management, an independent firm based in Evanston, IL. His prior experience includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Redhawk Wealth Advisors, and Eusebius Advisors. In addition to his advisory work, he manages an affiliated insurance agency that distributes fixed insurance products. Grosse Point Capital Management provides discretionary investment management, IRA services, and financial planning to individuals, families, and closely held businesses. The firm employs a Modern Portfolio Theory approach using diversified asset-class exposure through low-cost mutual funds and ETFs, with a focus on long-term asset allocation, periodic rebalancing, and tax-efficient portfolio adjustments.
Based on Grosse Point Capital Management
Financial Planning Fees range from $2,500 to $10,000; Financial Consulting Fees range from $5,000 to $25,000
$0 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.75% $3,000,000.01 - $10,000,000: 0.50% $10,000,000.01+: 0.25%
Account minimum: $250,000
1603 Orrington Ave., Suite 600
Evanston, IL 60201
Illinois
Grosse Point Advisors
2020 - Present (6 years)
The O.N. Equity Sales Company
2016 - 2020 (4 years)
Ohio National Financial Services
2016 - Present (10 years)
Redhawk Wealth Advisors, Inc
2015 - 2016 (1 year)
Eusebius Advisors Llc
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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