Gregory Gaskin is a registered investment advisor at Gaskin Wealth Management, based in Moraga, CA, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 255 clients with $89M 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 - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable if there are special portfolio considerations. Fixed income accounts are charged 0.50% on all amounts.
Fee Estimator
Location
925 Country Club Dr, Moraga, CA, 94556
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business Activities
Gregory is a sole proprietor of vacation rental properties since 2001. He spends about 10-20% of his time arranging rentals.
Employment History
Current Registrations
Gaskin Wealth Management
Previous Registrations
Gaskin Wealth Management
Citigroup Global Markets INC.
State Registrations1 state
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.