Benjamin Dunbar
Benjamin Dunbar is a CFP-designated registered investment advisor at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, CA, with 11 years of industry experience. Benjamin 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
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 ActivitiesSells Insurance
Benjamin is affiliated with Gerber Kawasaki Insurance Services, selling non-variable insurance. He also refers clients to GK Tax and Accounting, acting as a liaison between the client and CPA, dedicating minimal time to this. Finally, Benjamin owns and rents out a unit at his address, taking minimal time.
Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
Previous Registrations
LPL Financial LLCBroker
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.