Facts and Insights
GEHRIG CAPITAL MANAGEMENT, INC. is a highly reputable financial advisory firm that provides expert financial services to a wide range of clients. With a team of experienced advisors, GEHRIG CAPITAL MANAGEMENT, INC. has been helping individuals and businesses achieve their financial goals for over 20 years. The firm’s deep understanding of the financial market and strong investment strategies has led to a track record of success and client satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 20 years |
Financial Services Offered
GEHRIG CAPITAL MANAGEMENT, INC. prides itself on offering a comprehensive range of financial services to meet the diverse needs of its clients. These services include but are not limited to:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Wealth management
Client Types
GEHRIG CAPITAL MANAGEMENT, INC. caters to a wide range of clients, including individuals, families, businesses, and institutions. Their expertise and personalized approach make them a go-to choice for clients seeking financial guidance and assistance.
Fees & Compensation
At GEHRIG CAPITAL MANAGEMENT, INC., transparency is key. The firm operates on a fee-based compensation structure, which means their fees are based on a percentage of the assets under management. This ensures that the advisors’ interests are aligned with the clients’ interests, as their compensation is directly tied to the performance of the clients’ portfolios.
Background
The team at GEHRIG CAPITAL MANAGEMENT, INC. is made up of highly qualified and experienced professionals in the financial industry. They possess a deep understanding of market trends and investment strategies, allowing them to provide expert advice and guidance to their clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or regulatory disclosures when working with a financial advisor. At GEHRIG CAPITAL MANAGEMENT, INC., they prioritize transparency and make all necessary disclosures readily available to their clients. Their advisors have a clean regulatory record, with no instances of disciplinary actions on their record.
How does the advisor help clients – Key Takeaways:
- Over 20 years of experience in the financial industry
- Expertise in a wide range of financial services
- Transparent fee-based compensation structure
- A team of highly qualified and experienced advisors
- Clean regulatory record