Jay Gehrke
Jay Gehrke is a registered investment advisor at Avellie Wealth Management LLC, based in Scottsdale, AZ, with 20 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 50 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
16420 N. 92nd Street, Suite 223, Scottsdale, AZ, 85260
Get directionsHistory
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
Jay sells life, health, and annuity insurance products when appropriate and properly registered. This activity takes a few hours per week.
Employment History
Current Registrations
Avellie Wealth Management LLC
Previous Registrations
Cole Wealth Management, LLC
State Registrations5 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.