Managed Money

Financial Planning and Managed Money

Since 1991 Gaugert Financial has teamed up with Capital Advisers, Inc. in Raleigh. They target $250,000 plus accounts which can range from individual/joint accounts, IRA and IRA Rollovers, trustee directed retirement plans, company asset management, Section 529 plans, and custodial accounts.

Our focus is to manage money in a no load, no commission environment. Instead we charge an advisory fee with assets held at Charles Schwab as custodian.