Gerald Butrimovitz
Gerald Butrimovitz is a CFP-designated registered investment advisor at Gerald Butrimovitz Wealth Advisory, based in San Francisco, CA, with 41 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 18 clients with $5.9M 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 | 1.00% |
Fee Estimator
Location
San Francisco, CA
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Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Gerald receives recurring commissions from non-variable insurance policies, though he is not currently selling new policies. He also acts as a trustee for a trust and operates as a registered investment advisor under the name Gerald Butrimovitz Wealth Advisory, dedicating full-time hours to these advisory roles.
Employment History
Current Registrations
Gerald Butrimovitz Wealth Advisory
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Associated Securities CORP.Broker
Patterson Financial Services, INC.Broker
Private Placements Investments, INC.Broker
State Registrations6 states
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.