Gebhardt Group, Inc

Gebhardt Group, Inc., established in 2007, is a California-based financial advisor firm offering investment management and financial planning services. The firm's investment management services are structured around a proprietary financial planning system aimed at assisting clients in achieving personal and multi-generational financial goals. The firm follows a four-phase approach: Unpack Your Story, Define Your Story, Shape Your Story, and Bring Your Story to Life. Gebhardt Group acts as a fiduciary when providing investment advice, ensuring clients' best interests are prioritized. The firm manages discretionary assets totaling $266,188,543 as of December 31, 2023, with a minimum account size requirement of $1 million and a minimum annual fee of $15,000. Clients are recommended to maintain their accounts at Charles Schwab & Co. or Integrity Wealth, where the firm has access to institutional trading and custody services. Gebhardt Group does not engage in performance-based fees, soft dollar arrangements, or proprietary trading. The firm does not vote on proxy solicitations for client securities and does not maintain physical custody of client funds or securities. Clients receive regular portfolio reviews and reports, and the firm's employees are subject to a code of ethics and personal trading policies. Gebhardt Group provides financial planning and consultation services on an hourly or fixed-fee basis, with fees ranging from $500 to $150,000 depending on the complexity of the client's requirements. The firm does not recommend alternative investments or engage in IPOs, margin trading, or option trading on behalf of clients.