Claude Gubler
Advisor at Periope, LC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Periope, LC
Location
St. George, UT 84770
Credentials
Series 63, Series 65
Industry experience
23 years
About
Claude Gubler is a financial advisor with Periope, LC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at 2 JC, LLC, Deloy Gubler Enterprises, LC, Heg Insurance, and CJ & G Holdings, LLC. Outside of advising, he is involved in residential home development and insurance sales, as well as building management through St. George Professional Development. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily delivers non-discretionary portfolio management using model portfolios composed largely of mutual funds and ETFs, leveraging third-party sub-advisors and SEI’s asset management platforms to support a high client-to-advisor ratio.
Client services
Based on Periope, LC
Portfolio management
Pension consulting
Selection of other advisers
Fee options
$1 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $7,500,000: 0.55% $7,500,001 - $10,000,000: 0.40% $10,000,001+: 0.25%
Insurance agents affiliated with the firm earn commission-based compensation separate and in addition to advisory fees.
Location
162 North 400 East, Building A, Suite 201
St. George, UT 84770
Most active in
Claude G has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Work history
2 Jc, Llc
2016 - Present (10 years)
Deloy Gubler Enterprises, Lc
2011 - Present (15 years)
Heg Insurance
2010 - 2017 (7 years)
CJ & G Holdings, LLC
2008 - 2018 (10 years)
St. George Professional Development
2006 - Present (20 years)
Periope, L.C.
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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