SG
SG

Selwyn Gerber

22 Years of Experience
Los Angeles, CA
2 Disclosures

Selwyn Gerber is a registered investment advisor at Rvw Wealth LLC, based in Los Angeles, CA, with 22 years of industry experience. Selwyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,263 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
1,263 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable and may be higher or lower depending on certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1880 Century Park East, Ste 200, Los Angeles, CA, 90067

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History

Regulatory History (2)
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Customer Dispute
July 2007
Settled
Customer Dispute
July 2005
Pending
Other Business Activities

Selwyn is the President of Gerber & Co., Inc., a certified public accounting and tax preparation firm, since 1985. He dedicates nearly full-time hours to this role, overseeing all aspects of the business.

Employment History
Current Registrations
Rvw Wealth LLC
July 2006 - Present · 19 yrs 9 mos
Previous Registrations
Primeglobal, LLC
January 2004 - November 2006 · 2 yrs 10 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Selwyn Gerber - Financial Advisor | TrueAdvisor