Robert Gemmer
Robert Gemmer is a CFP-designated registered investment advisor at Gemmer, Robert Arden, based in Healdsburg, CA, with 47 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, Investment Management, Retirement Planning. Their firm serves 98 clients with $67M 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 $250K | 1.00% |
| $250K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
132 Mill Street, Suite 208, Healdsburg, CA, 95448
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
Robert is a licensed life, health, and disability insurance agent since 1997, spending a few hours per week on this activity. He is also a sole proprietor and registered investment adviser since 1995, dedicating about a quarter of his time to financial and investment planning.
Employment History
Current Registrations
Gemmer, Robert Arden
American Investors CO
American Investors CompanyBroker
Previous Registrations
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Financial Planners Equity CorporationBroker
American Investors CompanyBroker
Cg Equity Sales CompanyBroker
State Registrations5 states
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.