Gayle Starr
Gayle Starr is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Scottsdale, AZ, with 40 years of industry experience. Gayle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
Scottsdale, AZ
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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 ActivitiesSells Insurance
Gayle is the president and sole owner of Lin-Com, Inc., created for fixed insurance business, and the president and 100% owner of Starr Wealth Strategies, Inc., created for operating a securities business. Gayle also serves as trustee and co-trustee for family trusts and owns multiple real estate holding companies.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
The Advisors Group, INC.
The Advisors Group, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations3 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.
Exams
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