Alan Gammel
Alan Gammel is a CFP-designated registered investment advisor at Horizons Sustainable Financial Services, INC., based in Puyallup, WA, with 25 years of industry experience. Alan 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, Insurance Planning, and 4 more. Their firm serves 310 clients with $150M 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 $200K | 1.25% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.97% |
| $2.0M - $3.0M | 0.89% |
| $3.0M - $5.0M | 0.81% |
| $5M+ | 0.81% |
Rates shown are for Schwab Mutual Fund / ETF portfolios. Schwab Fixed Income Only portfolios range from 0.45% to 0.70%, and Goldman third-party manager portfolios range from 0.60% to 1.20%. Fees are negotiable.
Fee Estimator
Location
Puyallup, WA
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 1998Judgment / Lien
December 1994Other Business ActivitiesSells Insurance
Alan has been with Citigroup/Primerica since 1986 and is a part-time instructor for insurance pre-licensing at Primerica Financial Services University on weekends. This activity is not investment-related.
Employment History
Current Registrations
Horizons Sustainable Financial Services, INC.
Previous Registrations
First Affirmative Financial Network LLC
Summit Capital Advisors
Kms Financial Services, 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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