Gerald Fegler is a registered investment advisor at Contango Wealth Management LLC, based in Oakland, CA, with 14 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 94 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
1901 Harrison Street, Suite 1176, Oakland, CA, 94612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Contango Wealth Management LLC
Previous Registrations
Marin Wealth Advisors LLC
Marin Wealth Advisors LLC
Zions Capital Advisors, INC.
Wells Fargo Funds Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.