Gil Baumgarten is a registered investment advisor at Segment Wealth Management, LLC, based in Houston, TX, with 26 years of industry experience. Gil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 236 clients with $2.1B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable above $3,000,000. Similarly situated clients could pay different fees.
Fee Estimator
Location
3040 Post Oak Blvd., Ste. 1725, Houston, TX, 77056
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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 Activities
Gil is the general partner of VEP Orchard II LLC mineral fund since 2022. He spends minimal time on this activity, primarily fundraising at the partnership's inception.
Employment History
Current Registrations
Segment Wealth Management, LLC
Previous Registrations
Concert Wealth Management
UBS Financial Services INC.
State Registrations1 state
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