How does the advisor help clients – Key Takeaways:
When it comes to managing finances and investments, it’s important to have a trusted financial expert by your side. Gerber Kawasaki Wealth & Investment Management is a company that prides itself on providing top-notch financial advice and management for its clients, with a focus on creating personalized strategies that help clients achieve their financial goals.
- They offer a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- They cater to a diverse client base, including individuals, families, and small business owners.
- Their team of experienced and knowledgeable advisors is dedicated to providing comprehensive financial guidance and support.
Facts and Insights:
Gerber Kawasaki Wealth & Investment Management was founded in 2010 by Ross Gerber and Danilo Kawasaki, two long-time friends who shared a passion for providing financial guidance and services to their clients. Since then, the company has grown to become a leading provider of investment management and financial planning services, with offices located in Santa Monica and Newport Beach, California.
As of 2021, Gerber Kawasaki Wealth & Investment Management has over $2 billion in assets under management and a team of 27 advisors dedicated to helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in billions) |
|---|---|---|
| 2010 | 27 | $2 billion |
Financial Services Offered:
Gerber Kawasaki Wealth & Investment Management offers a comprehensive range of financial services to help clients manage their wealth and investments. Their services include:
- Investment management: This includes creating customized investment portfolios based on clients’ risk tolerance and financial goals.
- Retirement planning: They help clients plan for their retirement by creating strategies that maximize their retirement savings.
- Tax planning: Their team of experts helps clients minimize their tax liabilities and take advantage of potential tax benefits.
- Estate planning: They assist clients in creating estate plans that ensure their assets are managed and distributed according to their wishes.
Client Types:
Gerber Kawasaki Wealth & Investment Management caters to a diverse clientele, which includes:
- Individuals and families: They help individuals and families manage their finances and plan for their future.
- Small business owners: They offer financial planning and management services to help small business owners grow and preserve their wealth.
Fees & Compensation:
Gerber Kawasaki Wealth & Investment Management charges a fee based on a percentage of the assets they manage for clients. This fee structure ensures that their interests align with those of their clients, as they only benefit if their clients’ assets grow. Their fees typically range from 1% to 2%, depending on the complexity of the client’s financial situation.
Background:
The founders of Gerber Kawasaki Wealth & Investment Management, Ross Gerber and Danilo Kawasaki, have over 30 years of combined experience in the financial industry. They are both passionate about helping individuals and businesses achieve their financial goals, and their dedication and expertise have made Gerber Kawasaki Wealth & Investment Management a trusted and reputable firm in the industry.
Financial Advisor Disclosures to Know:
As a reputable financial services firm, Gerber Kawasaki Wealth & Investment Management adheres to strict regulations and disclosures to maintain transparency and trust with their clients. Some important disclosures to be aware of include:
- Fiduciary duty: As a registered investment advisor, Gerber Kawasaki Wealth & Investment Management is legally obligated to act in the best interests of their clients at all times.
- Disclosure of conflicts of interest: If a potential conflict of interest arises, Gerber Kawasaki Wealth & Investment Management will disclose it to their clients in a timely and transparent manner.
- Code of ethics: The firm has a code of ethics in place that all employees and advisors must abide by, ensuring the highest standards of professionalism and integrity.
Gerber Kawasaki Wealth & Investment Management is committed to providing exceptional financial advice and services to their clients and helping them achieve their financial goals. With a diverse team of experienced advisors and a comprehensive range of services, they are dedicated to guiding clients towards financial