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Augusto Gaymer

Missionsquare Retirement
19 Years of Experience
Miami, FL
3 DisclosuresBroker
View SEC Summary
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Augusto Gaymer is a registered investment advisor at Missionsquare Retirement, based in Miami, FL, with 19 years of industry experience. Augusto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40,527 clients with $6.3B in assets under management.

Missionsquare Retirement
Compensation
Fee-Only (% of Portfolio)
Firm Size
135 advisors
Number of Clients
40,527 clients
Average Client Portfolio
$156K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fees may be waived or discounted by agreement between the firm and your plan sponsor. Legacy clients may pay lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Miami, FL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2020
Final
Financial
April 2019
Final
Financial
November 2016
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Missionsquare Retirement
May 2018 - Present · 8 yrs 5 mos
Missionsquare Wealth ManagementBroker
April 2018 - Present · 8 yrs 6 mos
Missionsquare Wealth Management
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - June 2016 · 3 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2016 · 3 yrs 8 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.
May 2006 - May 2009 · 3 yrs
Wamu Investments, INC.Broker
May 2006 - May 2009 · 3 yrs
Ameriprise Financial Services, INC.
February 2005 - January 2006 · 11 mos
Ameriprise Financial Services, INC.Broker
February 2005 - January 2006 · 11 mos
Ids Life Insurance CompanyBroker
February 2005 - January 2006 · 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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
No exam information available for this advisor.
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