Gerhardt Hartman
Gerhardt Hartman is a ChFC-designated registered investment advisor at SA Financial Solutions, LLC, based in San Antonio, TX, with 25 years of industry experience. Gerhardt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3 clients with $440K 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 $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
14100 San Pedro Avenue, Suite 418, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2005Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Gerhardt is a sole proprietor doing business as SA Financial Solutions, offering fixed insurance sales as an insurance agent since 2009. This activity takes about 35-50 hours per month during securities trading hours.
Employment History
Current Registrations
SA Financial Solutions, LLC
Previous Registrations
Jefferson Pilot Securities CORP
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.