Robert Gavrich is a registered investment advisor at Moneywell, based in Reno, NV, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 25 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1M+ | 0.40% |
Fee schedule may be negotiable. For accounts co-managed with Shaker Financial, Shaker Financial receives 1% annually, and MoneyWell receives 0.6% on the first $1 million and 0.4% on the amount above that.
Fee Estimator
Location
Reno, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Moneywell
Seasonal Strategy
State Registrations3 states
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