Gerald Polcari
Gerald Polcari is a registered investment advisor at Strategic Advisers LLC, based in Ponte Vedra Beach, FL, with 30 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Ponte Vedra Beach, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Gerald is a trustee for multiple family trusts (Polcari Family 2020 Irrevocable Trust, Hastings 2016 Nominee Trust, and Polcari Family 2016 Irrevocable Trust) and manages rental real estate for them. He also serves as a director for Little Bay Harbor Condominium Association, Inc., managing vendors, budgets, and insurance, dedicating minimal time to each activity.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Gw & Wade, LLC
Gw & Wade Asset Management Company, LLCBroker
Wzw Financial Services, INC.Broker
State Registrations52 states
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.