Gerald Materne
Gerald Materne is a CFP-designated registered investment advisor at Ideology Wealth Advisors, LLC, based in Niceville, FL, with 13 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Medical Professionals, and 2 more. Their firm serves 71 clients with $75M 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 | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
Niceville, FL
Get directionsHistory
Regulatory History (1)
Investigation
January 1997Other Business ActivitiesSells Insurance
Gerald is a licensed insurance agent in multiple states, helping clients purchase life insurance, disability insurance, and annuities. He earns commissions from these sales and dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Ideology Wealth Advisors, LLC
Previous Registrations
Gerald Michael Materne
State Registrations2 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.