Steven Gabriel is a registered investment advisor at Peacher, INC., based in Laguna Beach, CA, with 6 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peacher charges a 2% management fee annually, calculated daily based on the average daily balance of your account. In addition, Peacher charges a 15% performance-based fee above pre-defined quantitative modeling benchmarks, deducted quarterly. Fees may be negotiable. You'll receive quarterly statements from the account custodian reflecting the fee deductions.
Location
331 Emerald Bay, Laguna Beach, CA, 92651
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Regulatory History (1)
Regulatory
July 2019Other Business Activities
Steven is a partner in Tri City Emergency Medical Group, providing medical care to emergency patients, dedicating nearly full-time hours. He also serves as the CEO of Inner Health, LLC and Paddle, LLC, and is a minority owner of BeWater LLC, each taking minimal time.
Employment History
Current Registrations
Peacher, 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.