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Gavin Gewecke

2 Years of Experience
Hackettstown, NJ

Gavin Gewecke is a registered investment advisor at Park Edge Advisors, LLC, based in Hackettstown, NJ, with 2 years of industry experience. Gavin 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 2 more. Their firm serves 328 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
328 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$438.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Qualified Clients will pay an annual fee of assets under management along with a performance fee based on capital appreciation in excess of a mutually agreed upon benchmark. To align its interests with clients, Park Edge discounts its 1.50% management fee by the same percentage as the performance fee and allows clients to select the combination that suits them.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hackettstown, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gavin owns a small farm LLC where he grows produce and sells it to local restaurants. This is a small side business and is not investment-related.

Employment History
Current Registrations
Park Edge Advisors, LLC
September 2023 - Present · 2 yrs 8 mos
State Registrations1 state
NJ
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 Gewecke - Financial Advisor | TrueAdvisor