Gary Libhart
Gary Libhart is a registered investment advisor at Guanill Wealth Management, based in Sacramento, CA, with 12 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guanill Wealth Management uses third-party money managers to manage client accounts. As a solicitor, Guanill Wealth Management receives a portion of the advisory fees charged by the third-party money manager. The client's fees are based on a percentage of the assets managed by the third-party money manager. For Strategic and Tactical Portfolios, the maximum annual advisory fee is 1.75%. For Allocation and Defined Outcome Portfolios, it's 1.70%. For Preservation Portfolios, it's 1.00%. These fees are negotiable and assessed quarterly.
Location
333 University Avenue, Suite 200, Sacramento, CA, 95825
Get directionsHistory
Regulatory 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
Gary is the owner and insurance agent at Libhart Insurance Services since 2008, focusing on insurance sales. This takes about half of his time, including time spent during trading hours.
Employment History
Current Registrations
Guanill Wealth Management
Previous Registrations
Institute for Wealth Advisors, INC.
Gold Coast Securities, INC.
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.