Assets Under Management
$3.2B
Number of Clients
11,030
Number of Advisors
33
Average Client AUM
$289K
AUM per Advisor
$96.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gerber Kawasaki Wealth & Investment Management provides wealth management, financial planning, and other business services. They tailor investment advice to individual client needs, considering risk tolerance and financial objectives. The firm also offers a wealth building program for investors with less than $250k in investable assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA, 90405