Gary Brotz
Gary Brotz is a registered investment advisor at Pts Brokerage, LLC, based in Voorhees, NJ, with 21 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 460 clients with $110M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable depending on the type of service chosen. For mutual fund portfolios and accounts managed by other advisors, the firm generally charges 1%, which may be negotiable depending on the size of the account.
Fee Estimator
Location
1103 Laurel Oak Road, Voorhees, NJ, 08043
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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 ActivitiesSells Insurance
Gary is a partner at Sharer Petree Brotz & Snyder, a CPA firm, dedicating nearly full-time hours to this role. He also operates as a sole proprietor providing accounting and tax services, and consults on health benefit planning with Aetna and Independence Blue Cross, spending about 10-20% of his time on each.
Employment History
Current Registrations
Pts Brokerage, LLC
Pts Brokerage, LLC
Pts Brokerage, LLCBroker
Previous Registrations
Acfv Asset Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
World Group Securities, INC.Broker
State Registrations4 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.