Gabriel Pollock is a registered investment advisor at &partners, based in Napoleon, OH, with 17 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
Napoleon, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gabriel is a parish council board member at St. Augustine Catholic Church and a board member of the Napoleon City Preservation Committee, dedicating minimal time to each. He also owns Bridgemill Private Wealth LLC for managing business expenses, which takes nearly full-time, and Gabriel J Enterprise LLC for administrative tasks.
Employment History
Current Registrations
&partners
&partners
&partnersBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Edward Jones
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations16 states
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