AG

Augusto Carlos Gaymer

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
171 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between us and your Plan Sponsor. Certain legacy clients of our Managed Accounts service pay fees lower than our standard Fee Schedule shown above. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

If you enroll in Managed Accounts, you'll pay an annual advisory fee based on the month-end assets in your enrolled MissionSquare Account(s). The fee is deducted pro-rata in arrears against all eligible investments in your Managed Account(s) on a monthly basis. We do not charge you a separate advisory fee for Fund Advice.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2020
Final
Financial
April 2019
Final
Financial
November 2016
Final
Employment History
Current Registrations
Missionsquare Retirement
May 2018 - Present · 7 yrs 8 mos
Missionsquare Investment ServicesBroker
April 2018 - Present · 7 yrs 9 mos
Missionsquare Investment Services
April 2018 - Present · 7 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC Broker
October 2012 - June 2016 · 3 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2016 · 3 yrs 8 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.
May 2006 - May 2009 · 3 yrs
Wamu Investments, INC.Broker
May 2006 - May 2009 · 3 yrs
Ameriprise Financial Services, INC.
February 2005 - January 2006 · 11 mos
Ameriprise Financial Services, INC. Broker
February 2005 - January 2006 · 11 mos
Ids Life Insurance CompanyBroker
February 2005 - January 2006 · 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.