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Harry Gaskin

Advisor at G, G, & M Financial Goals

Updated today

Firm

G, G, & M Financial Goals

Location

Alexandria, VA

Credentials

CFP®, Series 63, Series 65

Industry experience

18 years

About

Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.

Client services

Based on G, G, & M Financial Goals

Financial planning Portfolio management Pension consulting

Expertise

Based on G, G, & M Financial Goals

Cash flow / budgeting Income planning College savings (529s, UTMA, etc.)

Occupation focus

Based on G, G, & M Financial Goals

Retired

Fee options

Fixed

Consulting services generally range from $1,500 to $10,000 on a fixed fee basis.

Percentage

$0 - $250,000: 1.00% $250,001 - $500,000: 0.95% $500,001 - $750,000: 0.90% $750,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.75%

Project-based

Planning fees: $300 per hour, minimum of two hours; Consulting services: $300 per hour.

Other

Account minimum: $100,000 Fee-only: Investment management, planning, and consulting services on a fee-only basis.

Location

Alexandria, VA

Most active in

Virginia

Work history

#IA Gaskin, Harry Thomas

1998 - Present (28 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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