Gary Psotka
Gary Psotka is a registered investment advisor at Service One Financial, based in San Juan Capistrano, CA, with 29 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 22 clients with $4.2M 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 | 2.00% |
Standard fee ranges from 0.5% to 2.0% annually, paid quarterly in arrears. Fees are negotiable.
Fee Estimator
Location
27131 Calle Arroyo, Suite 1722, San Juan Capistrano, CA, 92675
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Gary is a broker for residential and commercial real estate, and provides mortgage consulting and services, dedicating about half his time to each. He also sells variable annuities, fixed life, variable life, health, and disability insurance, dedicating over half his time to this activity.
Employment History
Current Registrations
Service One Financial
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Merrill Lynch Pierce Fenner & Smith 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.
Exams
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