Advisor at American Money Management, LLC
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
American Money Management, LLC
Location
Rancho Santa Fe, CA 92067
Credentials
Series 63, Series 65
Industry experience
40 years
Gabriel Wisdom is a financial advisor at American Money Management, LLC with 40 years of industry experience. He has been with American Money Management since 1999 and is also involved with CBS-FM Talk Radio and Business News Network. Wisdom serves as a shareholder and director of Monterey Financial, a finance company. American Money Management provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, and corporations. The firm uses a team-based approach with tailored asset-allocation strategies and incorporates alternative investments as appropriate, managing several hundred million dollars across multiple offices.
Based on American Money Management, LLC
Based on American Money Management, LLC
Fixed fees for financial planning services, typically $2,500 - $5,000
0.10% to 1.50% annually (negotiable based on size and complexity)
Hourly charges may apply for financial planning in non-asset management or complex situations
Performance-based fees negotiated on a case-by-case basis with qualified clients
Account minimum: $100,000 Fee-only: Financial planning fees typically range between $2,500 - $5,000; may be fixed fee and/or hourly charges
14249 Rancho Santa Fe Farms Road
Rancho Santa Fe, CA 92067
California
American Money Management
1999 - Present (27 years)
CBS-FM TALK RADIO
1999 - Present (27 years)
Business News Network
1997 - Present (29 years)
Monterey Financial Services Inc
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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