GJ
GJ

Gesa Jaravata

10 Years of Experience

Gesa Jaravata is a registered investment advisor at Slow Capital, INC., based in Greenbrae, CA, with 10 years of industry experience. Gesa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 100 clients with $950M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
100 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$953.3M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable depending on individual client circumstances.

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

300B Drakes Landing Road, Suite 190, Greenbrae, CA, 94904

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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
Slow Capital, INC.
July 2018 - Present · 7 yrs 9 mos
Previous Registrations
Perigon Wealth Management, LLC
August 2015 - July 2018 · 2 yrs 11 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.