Gary Sipos
Gary Sipos is a registered investment advisor at Advisor Share Wealth Management, LLC, based in San Rafael, CA, with 17 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, Insurance Planning. Their firm serves 2,521 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
404 Civic Center Drive, Suite 200, San Rafael, CA, 94903
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Gary is the founder and owner of College Cash Solutions, providing college financial planning and counseling, dedicating a few hours per week. He also owns Gary Sipos Insurance Services, selling insurance and fixed annuities, and operates Sipos Financial as a financial advisory DBA, spending about a quarter of his time on this.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Horter Investment Management, LLC
Spc
Marin Capital Management
Cypress Partners, LLC
Highway Financial Networks
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
More Advisors
- Jared Barnecut, CFPStewart Wealth Management, INC.
- Charles Pyfer, CFPWealthspire Advisors
- Sabrina Lee, CFPFacet
- Tanya Steinhofer, CFA, CFPRedwood Grove Wealth Management
- Lenore Rostoni, ChFCLPL Financial LLC
- Samuel Gaeta, CFPMariner