Gay Graham Wagner

Jemma Financial Services

10 Years of Experience

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Firm Information

Jemma Financial Services

Compensation

Fee-Only (AUM)

Number of Advisors

6 advisors

Number of Clients

348 clients

Average Client Portfolio

$419K average

Assets Under Management

$145.9M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	1.50%
$100K - $1.0M	1.00%
$1M+	1.00%

Fees are negotiable for amounts over $1,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

You'll pay an annual fee based on the market value of your portfolio. The fee is 1.50% for the first $99,999 and 1.00% for the next $100,000 to $1,000,000. Fees are negotiable for amounts over $1,000,000. Fees are payable monthly in advance. Multiple household accounts may be combined to receive a lower tiered fee schedule.

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

810 Gleneagles Court, Suite 109, Baltimore, MD, 21286

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.