Michelle Taylor
Advisor at GFG Solutions
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.
Firm
GFG Solutions
Location
Orlando, FL 32801
Credentials
Series 63, Series 65
Industry experience
8 years
About
Michelle Taylor is a financial advisor at GFG Solutions in Orlando, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at MML Investors Services and Northwestern Mutual, where she worked across wealth management and insurance companies. GFG Solutions serves individual and high-net-worth clients as well as business owners, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, insurance advisory, and access to alternative investments. The firm employs a customized investment process combining fundamental, technical, and tactical analysis and manages approximately $229 million in client assets with a team of nine advisors.
Expertise
Based on GFG Solutions
Business ownership considerations
Business sale tax planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
$0 - $249,999: 1.10% - 1.20% $250,000 - $499,999: 1.00% - 1.10% $500,000 - $999,999: 0.90% - 1.00% $1,000,000 - $1,999,999: 0.80% - 0.90% $2,000,000 - $2,999,999: 0.70% - 0.80% $3,000,000 - $4,999,999: 0.60% - 0.65% $5,000,000 - $9,999,999: 0.50% - 0.55% $10,000,000+: 0.50%
Commission compensation for insurance products sold by investment advisor representatives acting as insurance agents
20% performance fee on carried interest above a 15% IRR hurdle for qualified clients, plus 1% fixed management fee for leveraged equity portfolios
Account minimum: $100,000 Fee-only: Asset-based fees only, no commissions on securities
Location
150 N. Orange Street, Suite 340
Orlando, FL 32801
Most active in
Michelle T has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
GFG Solutions
2024 - Present (2 years)
MML Investors Services
2021 - 2024 (3 years)
Mass Mutual Life Insurance Co.
2020 - Present (6 years)
Northwestern Mutual Wealth Management Company
2018 - 2020 (2 years)
Northwestern Mutual Life Insurance Company
2015 - 2020 (5 years)
Northwestern Mutual Investment Services LLC
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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