a
How does the advisor help clients – Key Takeaways:
GERARD ASSET MANAGEMENT, L.L.C. is a financial services firm that provides expert wealth management services to its clients. With years of experience in the industry, their team of professionals offers personalized and comprehensive financial planning strategies to help clients achieve their financial goals. They prioritize their clients’ needs and work closely with them to develop a customized financial plan that suits their unique circumstances.
Facts and Insights:
Founded in 2001, GERARD ASSET MANAGEMENT, L.L.C. has grown to become a well-respected and reputable firm in the financial services industry. With over 19 years of experience, they have helped numerous clients navigate through various market cycles and financial challenges, leading to their success and strong reputation.
The firm manages approximately $500 million in assets under management (AUM) and has a team of 10 highly experienced advisors who are dedicated to providing exceptional services to their clients. This allows them to maintain a low client-to-advisor ratio, ensuring that each client receives the attention and support they need to achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 19 years |
Financial Services Offered:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance services
Client Types:
GERARD ASSET MANAGEMENT, L.L.C. serves a diverse range of clients, including high-net-worth individuals, families, executives, professionals, and business owners. Their services are tailored to meet the specific needs of each client, taking into account their unique financial goals, risk tolerance, and time horizon.
Fees & Compensation:
GERARD ASSET MANAGEMENT, L.L.C. charges an annual fee based on a percentage of AUM, which is typically between 1% and 1.5%. This fee covers all financial planning and investment management services. They do not receive any commissions or compensation from third-party sources, ensuring their recommendations are always in the best interest of their clients.
Background:
GERARD ASSET MANAGEMENT, L.L.C. was founded by John Gerard, a highly experienced financial advisor with over 30 years of experience in the industry. He holds multiple certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC), and has a strong track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
GERARD ASSET MANAGEMENT, L.L.C. has a clean disciplinary record, with no regulatory actions or disciplinary events reported by the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any other regulatory bodies. This signifies the firm’s commitment to upholding ethical and professional standards in their operations.