Gene Tabb
Gene Tabb is a registered investment advisor at 5 Talents Advisors, INC, based in Cameron Park, CA, with 27 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 219 clients with $43M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.85% |
Management fee is negotiable based on the size of the account; you may aggregate accounts to achieve a lower fee.
Fee Estimator
Location
2531 Merrychase Dr., Suite 200, Cameron Park, CA, 95682
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 ActivitiesSells Insurance
Gene is an insurance agent and the owner/president of Sierra Wealth MGNT, used for income and tax purposes, dedicating minimal time. He is also a board member of the Placerville Lions Club, spending a few hours per week.
Employment History
Current Registrations
5 Talents Advisors, INC
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Wm Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
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.