Janine Keeperman

CFP

16 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance Planning

Gebhardt Group, INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

220 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$295.2M

Fee Structure

Minimum Investment:$1M

Minimum Annual Fee:$15,000

Location

3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA, 94549

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Janine works as a paraplanner for Gebhardt Group Inc, focusing on financial planning and wealth management. This is a full-time commitment, involving writing financial plans for clients.