</div.
Introduction
GEDER INVESTMENT MANAGEMENT, INC. is a leading financial management firm that specializes in helping clients achieve their financial goals. With a team of highly qualified advisors, GEDER INVESTMENT MANAGEMENT, INC. provides expert financial advice to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
GEDER INVESTMENT MANAGEMENT, INC. focuses on developing personalized financial plans for each client based on their unique goals, risk tolerance, and financial situation. The advisor helps clients by:
- Creating diversified investment portfolios
- Providing ongoing portfolio management
- Offering tax planning and preparation services
- Assisting with retirement planning
- Helping with estate planning
Facts and Insights
Here are some interesting facts and insights about GEDER INVESTMENT MANAGEMENT, INC.:
- Founded in 2005
- Over $1 billion in assets under management
- Team of 20 experienced advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 20 | $1 billion |
Financial Services Offered
GEDER INVESTMENT MANAGEMENT, INC. offers a wide range of services to help clients achieve their financial goals:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Business planning
Client Types
GEDER INVESTMENT MANAGEMENT, INC. works with a diverse range of clients including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Retirees
Fees & Compensation
GEDER INVESTMENT MANAGEMENT, INC. charges a fee based on a percentage of assets under management. The fee schedule is as follows:
- 1% for accounts under $50,000
- 0.75% for accounts between $50,000 and $250,000
- 0.5% for accounts over $250,000
In addition to the management fee, there may also be transaction fees and other expenses associated with investing in certain securities or mutual funds.
Background
GEDER INVESTMENT MANAGEMENT, INC. was founded by John Geder, a seasoned financial advisor with over 25 years of experience in the industry. The company has grown significantly since its inception and now has a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
There are certain disclosures that clients should be aware of when working with GEDER INVESTMENT MANAGEMENT, INC. These include:
- The firm is a registered investment advisor
- The advisor may receive commissions for certain transactions
- The advisor has a fiduciary duty to act in the best interest of clients
- The advisor may recommend investments that earn the firm higher fees