Janine Keeperman is a CFP-designated registered investment advisor at Gebhardt Group, INC, based in Lafayette, CA, with 16 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Get directionsHistory
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 →Other Business Activities
Janine works as a paraplanner for Gebhardt Group Inc, focusing on financial planning and wealth management. This is a full-time commitment, involving writing financial plans for clients.
Employment History
Current Registrations
Gebhardt Group, INC
Previous Registrations
Integrity Alliance, LLC.Broker
Gebhardt Group, INC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations1 state
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.