Gompert Financial, led by Myron Gompert, offers investment management services where Gompert Financial has the authority to make investment decisions for clients. Gompert Financial selects investments based on each client's individual goals and risk tolerance. Myron Gompert also sells insurance under a different business name, which could create a conflict of interest, but clients are not required to purchase insurance through him.
Assets Under Management$7.4M
Clients15
Advisors1
Avg. per Client$490K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Certain friends and family members of Gompert may be exempt from management fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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