Gary Jeweler is a CFP-designated registered investment advisor at Evolve Financial, based in Seattle, WA, with 25 years of industry experience. Gary 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 15 clients with $12M 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 | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
Seattle, WA
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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 →Other Business ActivitiesSells Insurance
Gary is a licensed insurance agent with various unaffiliated insurance companies, earning commissions from fixed insurance product sales, dedicating a few hours per week. Gary is also a Certified Public Accountant, providing services individually, but spends minimal time on this activity.
Employment History
Current Registrations
Evolve Financial
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.