Gil Berman is a registered investment advisor at Berman, Gil, based in Boulder, CO, with 21 years of industry experience. Gil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 100 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gil Berman does not charge a percentage-of-assets management fee. Clients pay an hourly rate of $450 per hour for all services. Some clients have a fixed-fee arrangement, paid quarterly.
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Berman, Gil
State Registrations2 states
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