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Augusto Gaymer

18 Years of Experience
3 DisclosuresBroker

Augusto Gaymer is a registered investment advisor at Missionsquare Retirement, based in Miami, FL, with 18 years of industry experience. Augusto 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 43,868 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

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%

The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.

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

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
Employment History
Current Registrations
Missionsquare Retirement
May 2018 - Present · 7 yrs 11 mos
Missionsquare Wealth ManagementBroker
April 2018 - Present · 8 yrs
Missionsquare Wealth Management
April 2018 - Present · 8 yrs
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - June 2016 · 3 yrs 8 mos
J.P. Morgan Securities LLCBroker
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
Ids Life Insurance CompanyBroker
February 2005 - January 2006 · 11 mos
Ameriprise Financial Services, INC.Broker
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.
Augusto Gaymer - Financial Advisor | TrueAdvisor