Gebhardt Group is a registered investment advisor based in Lafayette, California, that has been in business since 2007. The firm offers comprehensive investment management and financial planning services designed to help clients achieve their multi-generational financial goals. Gebhardt Group follows a four-step planning process—covering personal values, goal definition, financial modeling, and roadmap implementation—to align client portfolios with their core values and lifetime income needs. The firm actively manages portfolios using a proprietary trend-following strategy aimed at protecting capital during market downturns and participating in market uptrends. Gebhardt Group primarily serves individuals, families, trusts, estates, and retirement plans, and requires a minimum portfolio size of $1 million, though accounts falling below this minimum are subject to a minimum annual fee. The firm collaborates closely with clients' other professionals, such as certified public accountants and estate attorneys, to deliver coordinated wealth management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard fee for new clients is 1.50%. Older relationships established prior to 2011 use a tiered schedule starting at 1.25% for the first $1M, 0.75% for the next $1M, and 0.50% for amounts above $2M. Fees are negotiable under certain circumstances.