Robert A. Gemmer offers financial planning and investment advice to clients. Financial planning includes assessing client objectives, gathering financial information, and providing recommendations based on their risk profile. Investment advice is tailored to individual client needs, considering factors like age, income, and retirement goals. Robert A. Gemmer also recommends a third party money manager, Gemmer Asset Management, to clients for investment.
Assets Under Management$67M
Clients98
Advisors1
Avg. per Client$690K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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