Stephen Gerritz
Stephen Gerritz is a registered investment advisor at Gerritz Wealth Management, INC., based in Central Point, OR, with 15 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 22 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
All fees are subject to negotiation. Clients pay commission rates of $4.95 per ETF or stock trade or $35.00 per mutual fund trade at Shareholders Service Group.
Fee Estimator
Location
Central Point, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gerritz Wealth Management, INC.
State Registrations2 states
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