Claude Gubler is a registered investment advisor at Periope, Lc, based in St. George, UT, with 24 years of industry experience. Claude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 628 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Periope charges an annual fee based on the value of your portfolio. The fee percentage decreases as the amount you invest increases:
- First $1M — 1.00% per year
- $1M to $3M — 0.90% per year
- $3M to $5M — 0.70% per year
- $5M to $7.5M — 0.55% per year
- $7.5M to $10M — 0.40% per year
- Over $10M — 0.25% per year
These fees are negotiable and are billed monthly in arrears. Note that third-party money manager and custodian fees (such as those from SEI Investments Company) are separate and in addition to Periope's advisory fee, though the combined asset management fee will not exceed 2% of assets under management.
Location
162 North 400 East, Building A, Suite 201, St. George, UT, 84770
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
Claude is a member/manager of Deloy Gubler Enterprises, a holding company for rental property income, and a partner in 2JC, LLC, a residential home development company, dedicating minimal time to each. Claude is also an independent insurance agent selling life, health, disability, and long-term care insurance, spending minimal time on this activity.
Employment History
Current Registrations
Periope, Lc
Previous Registrations
Allegis Advisors, INC.
Esi Financial Advisors
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.
Exams
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