Gasber Financial Advisors (GFA) offers personalized financial planning and investment management services. GFA works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. GFA provides advice on topics like retirement planning, taxes, and cash flow. Investment decisions are made with client's permission, and clients maintain control of their assets.
Assets Under Management$180M
Clients183
Advisors2
Avg. per Client$970K
Avg. per Advisor$89M
www.facebook.com/gasber-financial-advisors-inc-... ·www.gasberfinancial.com ·www.linkedin.com/in/karen-miller-cfp%c2%ae-5090...
Fee Structure
Planning is included in investment management (also available separately)
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% |
Clients may be paying fees different from the above schedule of fees when they are related to GFA or the client may be paying less or more under a legacy fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...