Richard Shulman is a registered investment advisor at Gb Associates, INC., based in Shoreview, MN, with 12 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $25M 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 $200K | 2.00% |
| $200K+ | 1.00% |
Fees may be negotiable at the sole discretion of GB Associates.
Fee Estimator
Location
Shoreview, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gb Associates, INC.
State Registrations1 state
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