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Ebba Gustafsson

1 Year of Experience
Broker

Ebba Gustafsson is a registered investment advisor at 1st Discount Brokerage, INC., based in Lake Worth, FL, with 1 years of industry experience. Ebba operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 219 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
219 clients
Average Client Portfolio
$494K average
Assets Under Management
$108.1M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The Program Fee includes advisory services, trading commission, clearing and execution, and account reporting. A portion of the advisory fee (currently 0.07% of assets under management) is paid by us to Apex Clearing Corporation for clearing services.

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

8927 Hypoluxo Road, Suite A5, Lake Worth, FL, 33467

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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
1st Discount Brokerage, INC.
October 2024 - Present · 1 yr 6 mos
1st Discount Brokerage, INC.Broker
May 2024 - Present · 1 yr 11 mos
State Registrations6 states
AZFLMNNJPASC
AdvisorBrokerBoth

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.
Ebba Gustafsson - Financial Advisor | TrueAdvisor