Gideon Bernstein
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
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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $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
Location
650 Town Center Dr., Suite 880, Costa Mesa, CA, 92626-1989
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Leisure Capital Management, INC.
State Registrations2 states
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
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