| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
2437 Main Street, Santa Monica, CA, 90405
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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 →Kaytlin sells non-variable insurance through Gerber Kawasaki Insurance Services, dedicating about 10-20% of her time to this activity. She also provides financial planning advice and acts as a liaison between clients and a CPA at GK Tax and Accounting, spending a few hours per week on this.