Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a percentage of the account's market value. For new clients, the fee is 1.5% unless otherwise agreed. There is a minimum account size of $1 million, with a minimum annual fee of $15,000. Financial planning services are offered at a minimum hourly rate of $500 or a fixed fee ranging from $1,500 to $150,000, depending on complexity.
Areas of Practice
Advisor Information
Office location
3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA, 94549
Get directionsRegulatory History
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.
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Janine works as a paraplanner for Gebhardt Group Inc, focusing on financial planning and wealth management. This is a full-time commitment, involving writing financial plans for clients.