Loren Gard is a CFP-designated registered investment advisor at Capstone Wealth Management Group, INC., based in Bend, OR, with 23 years of industry experience. Loren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Location
404 SW Columbia St., Suite 230, Bend, OR, 97702-3453
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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
Capstone Wealth Management Group, INC.
Capstone Wealth Management Group, LLC
Previous Registrations
Royal Alliance Associates, INC.
State Registrations2 states
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