Gerber Kawasaki Wealth & Investment Management
Fee-Only (% of Portfolio)Fixed/Hourly
Gerber Kawasaki Wealth & Investment Management provides investment advice and financial planning to individuals, pension plans, trusts, and businesses. They offer wealth management services, including discretionary and non-discretionary asset management, financial planning, and selection of other advisors. They also have a wealth building program for investors with less than $250k in investable assets. Gerber Kawasaki also offers estate planning through Estately.
Assets Under Management$3.2B
Clients11,030
Advisors36
Avg. per Client$290K
Avg. per Advisor$89M
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Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
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Estimated Annual Fee
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Location
36 Advisors at this firm
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