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.


Copyright © 2016 - Gaugert Financial

Securities offered through Capital Investment Group, Inc. 100 East Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370
Member FINRA/SIPC - FINRA Broker Check
Advisory services through Capital Investment Advisory Services, LLC

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