Umesh Gaur is a registered investment advisor at Gaur Asset Management, INC., based in Somerset, NJ, with 20 years of industry experience. Umesh 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 33 clients with $45M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees may be negotiable based on assets under management, complexity of goals, and level of service.
Fee Estimator
Location
29 Clyde Road, Suite 202, Somerset, NJ, 08873
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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 Activities
Umesh is the Vice-President and Treasurer of a pediatric home nursing business, assisting with bookkeeping a few hours per week. He has been involved with the business since 1988, and his wife is the President.
Employment History
Current Registrations
Gaur Asset Management, INC.
Previous Registrations
Gaur Asset Management, INC.
Gaur Asset Management, INC.
State Registrations1 state
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