SG
CFP
SG
CFP

Sara Jane Gawick

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
220 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$377.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $250K1.50%
$250K - $500K1.35%
$500K - $1000K1.20%
$1.0M - $3.0M1.00%
$3M+0.90%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,500
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Location

11622 El Camino Real, Suite 100, San Diego, CA, 92130

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Illumination Wealth Management
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
August 2018 - July 2021 · 2 yrs 11 mos
Ameriprise Financial Services, LLCBroker
August 2018 - July 2021 · 2 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
May 2016 - July 2018 · 2 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2016 - July 2018 · 2 yrs 4 mos
State Registrations2 states
NHTX
Advisor
Exams
No exam information available for this advisor.
Sara Jane Gawick - Financial Advisor | TrueAdvisor