GD
CFP
GD
CFP

Gideon Drucker

12 Years of Experience
Mahwah, NJ
Sells Insurance

Gideon Drucker is a CFP-designated registered investment advisor at Drucker Wealth, based in Mahwah, NJ, with 12 years of industry experience. Gideon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 837 clients with $670M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
837 clients
Average Client Portfolio
$796K average
Assets Under Management
$666.0M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000

Drucker Wealth's asset management fees generally do not exceed 1.25% annually. However, there is a $6,000 minimum annual fee, which may result in fees exceeding 1.25% for smaller accounts. Fees are charged quarterly in advance based on the market value of the assets on the last day of the previous quarter.

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Location

Mahwah, NJ

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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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Other Business ActivitiesSells Insurance

Gideon is the President of Drucker Wealth, a Registered Investment Advisor, dedicating nearly full-time hours to working with clients, prospecting, and training the advisory team. He is also an agent for Fixed Insurance, providing insurance advice, and a partner at Sheepdog Planning LLC, a life insurance brokerage and investment firm, where he focuses on insurance sales and service, financial planning, and investment analysis. Gideon also spends minimal time as the author of a book.

Employment History
Current Registrations
Drucker Wealth
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2024 - June 2024 · 4 mos
Hornor, Townsend & Kent, LLC
April 2018 - February 2024 · 5 yrs 10 mos
Hornor, Townsend & Kent, LLCBroker
February 2014 - February 2024 · 10 yrs
State Registrations1 state
NY
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.