Francine Lai
Francine Lai is a CFP-designated registered investment advisor at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, CA, with 16 years of industry experience. Francine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 11,030 clients with $3.2B 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 $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. At Gerber Kawasaki's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
2437 Main Street, Santa Monica, CA, 90405
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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 →Other Business ActivitiesSells Insurance
Francine is an agent/owner at Gerber Kawasaki Insurance Services, selling non-variable insurance since 2012, dedicating about 10-20% of her time. She also provides financial planning advice and refers clients to GK Tax and Accounting, spending a few hours per week as a liaison between clients and the CPA.
Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
Previous Registrations
LPL Financial LLCBroker
Sagepoint Financial, INC.Broker
State Registrations1 state
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