Bryan Miranda
Bryan Miranda is a registered investment advisor at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, CA, with 17 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 11,030 clients with $3.2B 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 $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. At Gerber Kawasaki's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
2437 Main Street, Santa Monica, CA, 90405
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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 →Other Business ActivitiesSells Insurance
Bryan has an ownership stake in Gerber Kawasaki Insurance Services and dedicates about 10% of his time to selling non-variable insurance/annuities. He also refers clients to Gerber Kawasaki Tax Services and acts as a liaison between the client and CPA, spending a few hours per week on this activity.
Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sagepoint Financial, INC.Broker
State Registrations3 states
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.