David Gemmer is a registered investment advisor at Gemmer Asset Management LLC, based in Walnut Creek, CA, with 39 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,380 clients with $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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable and can be based on a range of factors, including account size, service frequency, degree of customization and family or multi-account structures. Gemmer Select, Gemmer Premier, and Gemmer Unconstrained generally have a minimum account size and utilize a flat or tiered fee schedule that ranges up to 2% (on an annual basis) depending on account size.
Fee Estimator
Location
1655 North Main Street, Suite 360, Walnut Creek, CA, 94596
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David has an interest in Crew Wine Co. and spends minimal time on this business.
Employment History
Current Registrations
Gemmer Asset Management LLC
Previous Registrations
Coit-Gemmer Capital Management
State Registrations1 state
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