Robert Gunn
Robert Gunn is a registered investment advisor at Gunn & CO Asset Management INC, based in San Antonio, TX, with 45 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $38M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These rates apply to Equity and Balance Accounts. Fixed Income Accounts have lower rates: 0.50% on the first $1 million, 0.375% on the next $4 million, and 0.25% on amounts over $5 million. Minimum annual fee of $2,000.
Fee Estimator
Location
200 Austin Hwy. Ste. 402, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (1)
Regulatory
June 2006Other Business Activities
Robert is president of Gunn & Company Asset Management, Inc., Gunn & Company Holdings, Inc., and Robert G. Gunn Corporation. He is also general partner of Fiesta Associates, a Texas limited partnership.
Employment History
Current Registrations
Gunn & CO Asset Management INC
Previous Registrations
Gunn Capital, INC.
Gunn & Company IncorporatedBroker
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.