Gary Gonzalez
Gary Gonzalez is a registered investment advisor at Siebert Advisornxt, LLC., based in Calabasas, CA, with 24 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 786 clients with $290M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.
Fee Estimator
Location
24005 Ventura BLVD, Calabasas, CA, 91302
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business Activities
Gary is a dual employee and investment advisor representative for Siebert AdvisorNxt, LLC, an investment advisory firm. Gary spends about half his time at this firm, with the other half at Muriel Siebert & Co., LLC.
Employment History
Current Registrations
Siebert Advisornxt, LLC.
Muriel Siebert & CO., LLCBroker
Previous Registrations
Stockcross Financial Services
Stockcross Financial Services, INC.Broker
Investors Capital CORP.Broker
Stockcross Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
Trio Securities, INC.Broker
State Registrations26 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.