Gabriel Katzner is a CFP-designated registered investment advisor at Frame Wealth Management, based in Carlsbad, CA, with 5 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are negotiable. Minimum quarterly fee of $3,125.
Fee Estimator
Location
Carlsbad, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gabriel is a solo attorney at Katzner Law Group, P.C., an estate planning law firm, since 2009. He works in estate planning, asset protection, and estate administration, dedicating about two-thirds of his time to this activity.
Employment History
Current Registrations
Frame Wealth Management
State Registrations2 states
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