Gerald Zins
Gerald Zins is a CFP, ChFC-designated registered investment advisor at Summit Wealth Management Group, INC., based in Camarillo, CA, with 39 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 366 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Management Group offers investment management services where the fee is a percentage of the assets they manage. The maximum annual fee is 2.0% of the account's value. The exact fee is negotiable based on factors like the client's situation, account complexity, potential for deposits, and the relationship with the advisor. Clients may also incur charges at the mutual fund level. They offer both wrap and non-wrap fee accounts.
Location
400 Camarillo Ranch Road, Suite 202, Camarillo, CA, 93012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerald is a registered investment advisor with Summit Wealth Management Group, Inc., dedicating nearly all of his time to this role. He also owns a vacation rental home with his wife, serves as a board member for Berkshire Corporate Center, and is the CFO of Ventura Mixzins, Inc., a family business.
Employment History
Current Registrations
Summit Wealth Management Group, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
State Registrations14 states
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