Gebhardt Group, INC
Assets Under Management
$295.2M
Number of Clients
220
Number of Advisors
3
Average Client AUM
$1.3M
AUM per Advisor
$98.4M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Gebhardt Group provides investment management, financial planning, and consultation services. Their approach involves a four-phase process to align financial resources with clients' values and goals. They manage held-away assets using Pontera. They also offer financial planning on an hourly or fixed-fee basis.
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
Location
3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA, 94549