Gerber Kawasaki Wealth & Investment Management

Fee-Only (% of Portfolio)Fixed/Hourly

Gerber Kawasaki Wealth & Investment Management provides personalized wealth management, financial planning, and investment advisory services to individuals, families, and businesses. Operating from Santa Monica, California, the firm helps clients build and manage investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Their wealth management services include continuous oversight and rebalancing, with options for both discretionary and non-discretionary trading. In addition to investment management, Gerber Kawasaki Wealth & Investment Management offers comprehensive and modular financial planning covering retirement, education savings, insurance analysis, and small business needs. They also feature specialized programs for emerging investors and related tax services through a dba.

Assets Under Management$4.1B
Clients9,624
Advisors39
Avg. per Client$430K
Avg. per Advisor$110M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K+1.00%

Fees are subject to negotiation. Family household accounts may be combined to reach breakpoints.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

39 Advisors at this firm

Page 1 of 2