Gerber Kawasaki Wealth & Investment Management
Assets Under Management
$3.2B
Number of Clients
11,030
Number of Advisors
33
Average Client AUM
$289K
AUM per Advisor
$96.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gerber Kawasaki Wealth & Investment Management offers personalized investment advisory services including wealth management, ETF sub-advising, financial planning, and pension consulting. They tailor advice to client needs, offering discretionary and non-discretionary asset management. They also provide access to alternative investments through PPB Capital Partners.
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
Location
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA, 90405