Angela Wright is a CFP-designated registered investment advisor at Gemmer Asset Management LLC, based in Pleasant Hill, CA, with 19 years of industry experience. Angela 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 1,285 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Gemmer Asset Management charges asset-based fees up to a maximum of 2.00%. Specific rates vary based on the investment program (Gemmer Select or Gemmer Premier), account size, and negotiations.
Fee Estimator
Location
Pleasant Hill, CA
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 →Employment History
Current Registrations
Gemmer Asset Management LLC
Previous Registrations
Del Monte Group, LLC
Ycmnet Advisors
Woodbury Financial Services, INC.
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.
Exams
More Advisors
- Steven Serotte, ChFCMML Investors Services, LLC
- Joseph Carrano, ChFC
- Brent Herrera, CFPMutual of Omaha Investor Services, INC.
- Gerald Guintu, CFPOsaic Wealth, INC.
- Philip Curran, CFPWells Fargo Advisors
- Kory Swekla, CFAAscension Wealth Partners, LLC