Daniel Mezzera is a registered investment advisor at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, CA, with 4 years of industry experience. Daniel 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Daniel refers clients to GK Tax and Accounting and acts as a liaison between the client and CPA, also providing financial planning advice. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
State Registrations1 state
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