Barbara Gilliard
Barbara Gilliard is a CFP-designated registered investment advisor at Emeritus Investment Management, INC., based in Mill Valley, CA, with 35 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 68 clients with $61M 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 $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees negotiable above $5,000,000.
Fee Estimator
Location
254 Miller Avenue, Mill Valley, CA, 94941
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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
Barbara is the Managing Member of DBD Partners, LLC, which owns and manages the property occupied by Emeritus Investment Management, Inc. This non-securities related entity owns and manages a multi-tenant office building, and no time is devoted to its management during securities trading hours.
Employment History
Current Registrations
Emeritus Investment Management, INC.
State Registrations1 state
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