Robert Gaukel
Robert Gaukel is a registered investment advisor at Newhouse Integrated Financial Advisors LLC, based in Soquel, CA, with 1 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $30M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on client type, complexity, and services provided.
Fee Estimator
Location
3121 Park Ave, Ste A, Soquel, CA, 95073
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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 Activities
Robert is a Certified Public Accountant providing tax preparation and strategy services. He is also a real estate agent involved in property management and representing buyers/sellers.
Employment History
Current Registrations
Newhouse Integrated Financial Advisors LLC
State Registrations1 state
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