Gabriel Wisdom
Gabriel Wisdom is a registered investment advisor at American Money Management, LLC, based in Rancho Santa Fe, CA, with 40 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 758 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee ranges from 0.25% to 1.50% and may be negotiable depending on the size and complexity of the client’s account.
Fee Estimator
Location
14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA, 92067
Get directionsHistory
Regulatory History (12)
Customer Dispute
November 1997Employment Separation After Allegations
July 1995Customer Dispute
August 1993Customer Dispute
August 1993Customer Dispute
December 1991Customer Dispute
September 1991Customer Dispute
August 1991Customer Dispute
July 1990Customer Dispute
August 1989Customer Dispute
August 1989Customer Dispute
May 1989Customer Dispute
December 1987Other Business Activities
Gabriel is a shareholder and director of Monterey Financial, a finance company. This activity is not investment-related.
Employment History
Current Registrations
American Money Management, LLC
Previous Registrations
Lintz Glover White & Company, INC.Broker
Brookstreet Securities CorporationBroker
Crosswinds Capital Group, LLCBroker
Sutro & CO. IncorporatedBroker
Prudential-Bache Securities INC.Broker
Shearson Lehman Brothers INC.Broker
J. David Municipals and Goverments, INC.Broker
J. David Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.