Douglas Buser is a CFP-designated registered investment advisor at Golden Gate Advisors, INC, based in Walnut Creek, CA, with 29 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Golden Gate Advisors' fees for investment supervisory services for individual and IRA accounts are charged on a mutually agreed retainer basis. Otherwise, the standard fee schedule is as follows:
- IRA and individual accounts greater than $500,000: 2% annually
- IRA and individual accounts with $200,000 or more: 1% annually
The fee is payable quarterly based on a percentage of the market value of the assets under management on the last day of the previous quarter. A minimum fee is charged on IRA and individual accounts.
Location
1990 N. California Blvd., Suite 800, Walnut Creek, CA, 94596
Get directionsHistory
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 →Other Business Activities
Douglas is a partner at Buser Brothers Real Estate, working as a real estate broker since 1992. This takes about a quarter of his time.
Employment History
Current Registrations
Golden Gate Advisors, INC
State Registrations1 state
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.