Rebecca Gersonde
Rebecca Gersonde is a registered investment advisor at Mcqueen Financial Advisors II, INC., based in Clawson, MI, with 15 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 118 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McQueen Financial Advisors II, Inc. offers investment management services with fees paid quarterly, deducted directly from your account.
For individual accounts, the annual fee ranges from 0.25% to 1.00% of the total value of your account.
Location
1239 Anderson Road, Clawson, MI, 48017
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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 →Employment History
Current Registrations
Mcqueen Financial Advisors II, INC.
Previous Registrations
Heber Fuger Wendin INC
State Registrations1 state
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.