Paul Gassner is a registered investment advisor at Lakekat Advisory, LLC, based in Naples, FL, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lakekat Advisory does not directly manage investments. Instead, Lakekat refers clients to registered investment advisors and receives a portion of the advisory fee paid by the client. The client pays the same advisory fee regardless of the referral. Lakekat may provide input on investment decisions, but does not charge a fee for this service.
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lakekat Advisory, LLC
Previous Registrations
Lakekat Advisory, LLC
State Registrations1 state
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