GW
GW

Gary Webb

12 Years of Experience
Bloomington, MN

Gary Webb is a registered investment advisor at Webb Financial Group, based in Bloomington, MN, with 12 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Investment Management, and 2 more. Their firm serves 664 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
664 clients
Average Client Portfolio
$559K average
Assets Under Management
$371.2M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

Fees are negotiable, typically ranging from 1.4% to 0.5% annually, based on the size of the advisory relationship.

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

8120 Penn Avenue South, Suite 177, Bloomington, MN, 55431

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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.

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Employment History
Current Registrations
Webb Financial Group
January 2014 - Present · 12 yrs 4 mos
State Registrations1 state
MN
Advisor

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.