GC
GC

Gareth Cabili Caluducan

10 Years of Experience
3 DisclosuresBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible InvestingTax Planning
Compensation
Fee-Only (AUM)
Firm Size
82 advisors
Number of Clients
655 clients
Average Client Portfolio
$268K average
Assets Under Management
$175.8M

Fee Structure

Minimum Investment:$75K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $750K1.30%
$750K+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$250
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Location

4230 State Route 306, Suite 300, Willoughby, OH, 44094

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2025
Settled
Customer Dispute
December 2024
Denied
Employment Separation After Allegations
March 2016
Other Business ActivitiesSells Insurance

Gareth is a full-time sales agent for Western Southern Life and a partner in The Roundtable Building, LLC, a real estate/rental income venture. He also co-owns ECG Entertainment LLC (a professional wrestling training school) and Exodus Pro Apparel, and volunteers with Team IBB, All Choices Matter, and Emerging Leaders of United Way Lake County.

Employment History
Current Registrations
W&s Brokerage Services, INC.
April 2024 - Present · 1 yr 10 mos
W&s Brokerage Services, INC.Broker
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
The Huntington Investment CompanyBroker
May 2015 - April 2016 · 11 mos
State Registrations9 states
CACOFLKSNJOHPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.