Gilbert Bubis
Gilbert Bubis is a registered investment advisor at Register Financial Advisors, LLC, based in Atlanta, GA, with 29 years of industry experience. Gilbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 433 clients with $490M 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 $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for accounts above $2,000,001.
Fee Estimator
Location
3500 Lenox Road, Suite 1700, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business Activities
Gilbert works as an investment advisor, spending about 10-20% of their time on this activity. Gilbert also participates in focus groups with Jackson Associates and other research companies, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Register Financial Advisors, LLC
Register Financial Associates, INC.Broker
Previous Registrations
Register Financial Advisors, LLC
Register Financial Associates, INC.Broker
Gma Partners, INC.Broker
State Registrations11 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.