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Erol Gokbora

Advisor at PARK, MILLER, LLC

Updated today

Location

Reno, NV

Credentials

Series 63

Industry experience

28 years

About

Erol Gokbora is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. In addition to his advisory role, Gokbora is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Park, Miller, LLC serves individual and institutional clients, providing discretionary portfolio management and financial planning. The firm customizes portfolios using various investment strategies and offers due diligence and recommendations on private investments for qualified investors.

Client services

Based on PARK, MILLER, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on PARK, MILLER, LLC

Private / alternative investments

Fee options

Fixed

$5,000 to $20,000 fixed fee basis

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $15,000,000: 0.60% $15,000,001 - $25,000,000: 0.55% $25,000,001 - $40,000,000: 0.50% $40,000,001 - $50,000,000: 0.45% $50,000,001 - $60,000,000: 0.425% $60,000,001 - $75,000,000: 0.40% $75,000,001 - $100,000,000: 0.375% $100,000,001+: 0.35%

Project-based

$400 per hour

Performance-based

Performance-based fees from the Affiliated Fund for qualified clients; details in fund offering documents

Location

Reno, NV

Most active in

California · Nevada

Work history

PARK, MILLER, LLC

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

Reno, NV

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Wealth management Active portfolio management Concentrated stock management
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Reno, NV

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals
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Series 66

Reno, NV

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Private / alternative investments Options & derivatives strategies Active portfolio management Real estate investing Founder/Business Owner
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Caleb L

Series 63, Series 65

Reno, NV

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Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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