Gardner Osborne
Gardner Osborne is a registered investment advisor at Osborne Capital Management, based in San Diego, CA, with 4 years of industry experience. Gardner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 91 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
All fees are subject to negotiation. Accounts under $10,000 are extended from the first tier.
Fee Estimator
Location
1545 Grand Avenue, San Diego, CA, 92109
Get directionsHistory
Regulatory History (1)
Criminal
August 1995Other Business Activities
Gardner is the owner and tax preparer for Gardner Tax & Financial LLC, an accounting firm. He dedicates about half his time to performing tax accounting, bookkeeping, and tax preparation.
Employment History
Current Registrations
Osborne Capital Management
Previous Registrations
Osborne Planning
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.
Exams
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