Gerald Gasber
Gerald Gasber is a CFP-designated registered investment advisor at Gasber Financial Advisors, INC, based in Folsom, CA, with 30 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 183 clients with $180M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Qualified retirement plans have a separate fee schedule ranging from 0.90% to 0.30% with a $5,000 annual minimum fee. Certain clients may pay different fees under legacy schedules.
Fee Estimator
Contact
Gerald Gasber
Location
81 Blue Ravine Road, Suite 250, Folsom, CA, 95630-4157
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 1996Customer Dispute
December 1993Employment History
Current Registrations
Gasber Financial Advisors, INC
Previous Registrations
Associated Securities CORP.
Associated Planners Investment Advisory INC
Gasber & Grecu Financial Advisors, LLC
State Registrations2 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.
Exams
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