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We Partner With Investors and Families on Life’s Financial Road
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Results oriented — Pursuing your goals drives our daily decisions |
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Custom-designed plan — Comprehensive strategy for your unique situation |
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Communication — We believe you should be kept abreast of your progress |
Gaskin Asset Management, LLC is a privately owned, independent investment management and consulting firm located in Charlotte, North Carolina. With a father and grandparents who practiced medicine in this region, we witnessed the unique relationship between a doctor and his patients. This experience has enabled us to more fully respect the trust placed in us by our clients and our accountability to respect and honor that commitment. Through our association with Wells Fargo Advisors Financial Network, we provide our clients with access to the resources, support and oversight of one of the nation’s largest investment firms while also maintaining the autonomy to provide unbiased guidance and independent investment management. This combination of independence and brand strength enables Gaskin Asset Management to provide customized investment solutions designed to help meet our clients’ personal needs and goals. For more information, please visit our website at www.gaskinasset.com.
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Areas of Focus
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Investment products
and services offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. Gaskin Asset Management, LLC is a separate entity from WFAFN. [insert CAR# & date]
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 56,000 consumers) and registered financial services representatives (over 4,500 financial services professionals) to evaluate the approximately 8,500 wealth managers in the Charlotte area (includes Cabarrus, Gaston, Union, Lincoln and Mecklenburg counties in the state of North Carolina). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Charlotte area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Charlotte magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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