How does the advisor help clients – Key Takeaways:
Gemmer, Robert Arden is a highly experienced financial advisor with a proven track record of successfully helping clients navigate their financial decisions. With his extensive knowledge and expertise, Gemmer is dedicated to providing personalized and comprehensive financial planning services to his clients.
Facts and Insights
Gemmer, Robert Arden has been in the financial services industry for over 20 years. He is currently registered with the Securities and Exchange Commission (SEC) as an investment advisor and is based in New York, NY.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 2 | 20 years |
Financial Services Offered
Gemmer, Robert Arden offers a wide range of financial services to his clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Gemmer, Robert Arden serves a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
Gemmer, Robert Arden operates on a fee-only basis, meaning he does not earn commissions from selling financial products. This ensures that his advice is always in the best interest of his clients. His fees are based on a percentage of assets under management, so he only earns money when his clients’ investments grow.
Background
Gemmer, Robert Arden has a strong academic background in finance and holds a Master’s degree in Business Administration (MBA) from a top university. He also holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which demonstrates his level of expertise and commitment to his profession.
Financial Advisor Disclosures to Know
As a registered investment advisor, Gemmer, Robert Arden is required to disclose any potential conflicts of interest to his clients. He is committed to transparency and always puts his clients’ interests first, so clients can trust that they are receiving unbiased and ethical financial advice.