HG
CFP
HG
CFP
Harry Gaskin
18 Years of Experience
Alexandria, VA
1 Disclosure
Harry Gaskin is a CFP-designated registered investment advisor at G, G, & M Financial Goals, based in Alexandria, VA, with 18 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $15M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$14.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Alexandria, VA
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2011Final
Employment History
Current Registrations
G, G, & M Financial Goals
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Investacorp, INC.Broker
July 1997 - July 2002 · 5 yrs
American Express Financial Advisors INC.Broker
June 1996 - July 1997 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
June 1996 - July 1997 · 1 yr 1 mo
State Registrations1 state
VA
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.