Matthew Grishman is a registered investment advisor at Gebhardt Group, INC, based in Lafayette, CA, with 14 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 220 clients with $300M in assets under management.
Compensation
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Fee Structure
Gebhardt Group charges a percentage of the value of your investments. For new clients with accounts at Charles Schwab & Co., the fee is 1.5% per year. For certain client relationships established before 2011, the fee is 1.25% on the first $1,000,000, 0.75% on the next $1,000,000, and 0.50% on amounts between $2,000,001 and $10,000,000. For accounts above $10,000,000, the fee is 0.50% on the entire account. There is a $15,000 minimum annual fee.
Location
3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA, 94549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gebhardt Group, INC
Previous Registrations
Gebhardt Group, INC
401k Masters, LLC
Gebhardt Group, INC
United Planners' Financial Services of America a Limited Partner
Putnam Investment Management, LLC
State Registrations3 states
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