G
Gompert Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,353,233
Clients
15
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$490,216
About
Gompert Financial is a small, independent advisory firm managing about $7.35 million in client assets for roughly 15 individual clients. The firm provides portfolio management for individuals and typically charges fees based on a percentage of assets under management.
The brochure outlines the firm's investment methods, strategies and risks in Item 8 and describes regular account reviews and reporting in Item 13. Custody, brokerage practices and fee disclosures are addressed in the brochure (Items 12, 15 and 5), indicating it follows common operational practices for independent advisers.
A distinctive aspect noted in the disclosures is that the firm also operates as an insurance broker/agent (see Item 10), which can create additional sources of compensation and potential conflicts of interest. That dual role, combined with a small, concentrated client roster, is relatively uncommon among independent firms and is the primary nonstandard feature highlighted in the firm's Form ADV.
Client services
Portfolio management
Fee options
Main office location
Gompert Financial
Mitchell NE, United States
Number of offices
1
Most active in
Gompert Financial has reported serving >5 clients in these states in the last 12 months.
Nebraska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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.
Forms ADV
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