GB
CFA
GB
CFA

Gideon Bernstein

22 Years of Experience
Costa Mesa, CA

Gideon Bernstein is a CFA-designated registered investment advisor at Leisure Capital Management, INC., based in Costa Mesa, CA, with 22 years of industry experience. Gideon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 349 clients with $870M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
349 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$874.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10M+0.30%

Schedule reflects equity and balanced accounts. Fixed income accounts have a separate schedule starting at 0.60% for the first $2,000,000. Fees are negotiable, and reduced fees may apply for non-profit organizations or employee and family accounts.

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

650 Town Center Dr., Suite 880, Costa Mesa, CA, 92626-1989

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Leisure Capital Management, INC.
January 2004 - Present · 22 yrs 9 mos
State Registrations2 states
CATX
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.
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