Christopher Gerber
Christopher Gerber is a CFA-designated registered investment advisor at Fidere Advisors, based in Minnetonka, MN, with 42 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 64 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1000K - $2.0M | 1.00% |
| $2M+ | 0.75% |
These rates are for General Portfolio Management. Separate Account Management fees are: - Under $100,000: 2.00% per year - $100,000 - $249,999: 1.75% per year - $249,999 - $749,999: 1.25% per year - $749,999 - $999,999: 1.0% per year - $999,999 - $4,999,999: 0.85% per year - Over $4,999,999: 0.50% per year. Fees may be negotiable.
Fee Estimator
Location
13100 Wayzata Blvd, Suite 330, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is a sole proprietor selling non-variable insurance products, including long-term care and disability insurance, dedicating about 10-20% of his time. He also works as a photographer, grades CFA exams, and provides investment advisory services through Strategic Wealth Group RIA, LLC, spending nearly full-time on the latter two activities.
Employment History
Current Registrations
Fidere Advisors
Previous Registrations
Fidere Advisors
Strategic Wealth Group Registered Investment Advisor, LLC
LPL Financial LLC
LPL Financial LLCBroker
First Midamerica Investment CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Piper, Jaffray & Hopwood IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.