GG
CFP
GG
CFP

Gavin Ganzkow

8 Years of Experience
Colorado Springs, CO

Gavin Ganzkow is a CFP-designated registered investment advisor at Best Life Infinity, LLC, based in Colorado Springs, CO, with 8 years of industry experience. Gavin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 88 clients with $39M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
88 clients
Average Client Portfolio
$438K average
Assets Under Management
$38.5M

Fee Structure

Minimum Investment:$100K

Best Life Infinity (BLI) charges a percentage of your portfolio for investment management. The fees range from 0.375% to 2% when using third-party money managers. You will also pay the third-party money manager's fees. BLI bills quarterly in advance, and fees are prorated for deposits or withdrawals greater than $10,000. BLI also offers third-party portfolio models, some of which have additional fees. BLI can also charge a flat fee for management of assets, not to exceed $24,000 annually, billed quarterly in advance.

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Location

1755 Telestar Dr., Ste. 300, Colorado Springs, CO, 80920

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Best Life Infinity, LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Investment Advisor Group
March 2021 - December 2022 · 1 yr 9 mos
The Investment Advisor Alliance LLC
May 2019 - February 2021 · 1 yr 9 mos
Water Oak Advisors, LLC
September 2013 - February 2016 · 2 yrs 5 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
Gavin Ganzkow - Financial Advisor | TrueAdvisor