Gillette Edmunds is a registered investment advisor at Rockridge Money Management LLC, based in Oakland, CA, with 15 years of industry experience. Gillette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $16M 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable based on the client's financial situation and circumstances, and the overall complexity of the services provided.
Fee Estimator
Location
Oakland, CA
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 Activities
Gillette is an author of novels, a business he started around 2017. He spends about 10-20% of his time writing, editing, and publishing, with about half of that time occurring during securities trading hours.
Employment History
Current Registrations
Rockridge Money Management LLC
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.