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Gabriel Salimi

11 Years of Experience
Northbrook, IL

Gabriel Salimi is a registered investment advisor at Watchtower Wealth, LLC, based in Northbrook, IL, with 11 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$392K average
Assets Under Management
$12.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable.

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

707 Skokie Blvd., Suite 600, Northbrook, IL, 60062

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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
Watchtower Wealth, LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Red Oak Capital Management, INC.
March 2020 - November 2023 · 3 yrs 8 mos
Fifth Third Securities, INC.
September 2017 - March 2020 · 2 yrs 6 mos
Fifth Third Securities, INC.Broker
July 2017 - March 2020 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
September 2006 - January 2009 · 2 yrs 4 mos
State Registrations1 state
IL
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.