Gregory Sommer is a CFA-designated registered investment advisor at Raub Brock Capital Management, LP, based in Larkspur, CA, with 2 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 148 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable at the discretion of Raub Brock and arrangements with any particular client may vary.
Fee Estimator
Location
700 Larkspur Landing Circle, Suite 240, Larkspur, CA, 94939
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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
Raub Brock Capital Management, LP
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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