Advisor at GB Associates, Inc.
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.
Richard Shulman is a Series 65-licensed advisor at GB Associates, Inc. in Shoreview, MN, with 12 years of industry experience. He has been with GB Associates since 1982. GB Associates provides discretionary investment management and advisory services to individuals, high-net-worth clients, and trusts. The firm emphasizes long-term, customized portfolios using diversified mutual funds and ETFs, with ongoing monitoring and tax-aware strategies.
$0 - $200,000: 2.00% annually $200,000+: 1.00% annually
Account minimum: $50,000 Fee-only: Investment advisory fees based on AUM as tiered above, billed bi-annually in arrears.
Shoreview, MN
Minnesota
GB Associates, Inc.
1982 - Present (44 years)
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Verified by Warmer
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