Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. Family accounts may be combined for fee calculation.
Fee Estimator
Wealth management fees are based on a percentage of assets managed: 1.50% for assets under $250,000 and 1.00% for assets over $250,000. Financial planning fees range from $250 to $10,000, based on complexity and advisor hourly rates ($350-$500/hour). A one-time $500 setup fee applies to the Wealth Building Program. Other business services, such as tax services, have tiered fees ranging from $650 to $1950, or an hourly rate of $375.
Areas of Practice
Advisor Information
Office location
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA, 90405
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Francine is an agent/owner at Gerber Kawasaki Insurance Services, selling non-variable insurance since 2012, dedicating about 10-20% of her time. She also provides financial planning advice and refers clients to GK Tax and Accounting, spending a few hours per week as a liaison between clients and the CPA.