Gary Gore is a registered investment advisor at Acima Private Wealth LLC, based in Richmond, VA, with 16 years of industry experience. Gary 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. Their firm serves 65 clients with $380M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees and household minimums are subject to negotiation. ACIMA may charge a flat annual fee not exceeding $250,000 for ultra, high-net-worth clients if requested. Similar advisory services may be available from other investment advisers for similar or lower fees.
Fee Estimator
Location
1801 Bayberry Court, Suite 301, Richmond, VA, 23226
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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
Acima Private Wealth LLC
Previous Registrations
Acima Private Wealth LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
State Registrations1 state
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