Gavin Sandefur
Gavin Sandefur is a registered investment advisor at Bauman Wealth Advisors, based in Las Vegas, NV, with 3 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 495 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bauman Wealth Advisors offers investment management services based on a percentage of your portfolio.
For direct asset management, the annual fee is 2% of your portfolio. This fee may be negotiable based on factors like your relationship with the firm, the type and amount of assets, and anticipated future earnings.
Bauman Wealth Advisors also works with Gradient Investments as a co-advisor. In this arrangement, the total annual fee is 1.50% of your portfolio for strategic, tactical, allocation, and defined outcome portfolios, and 1.00% for preservation portfolios. For client-directed accounts, there is a flat fee of $300 per year. Bauman Wealth Advisors receives a portion of these fees.
Location
10501 W Gowan Rd, Suite #100, Las Vegas, NV, 89129
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 ActivitiesSells Insurance
Gavin works as an insurance agent for Bauman Financial Group, LLC, providing insurance services. This activity takes about half of his time.
Employment History
Current Registrations
Bauman Wealth Advisors
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.