Stuart Gertman
Stuart Gertman is a registered investment advisor at Oneseven, based in Beachwood, OH, with 38 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2010Customer Dispute
September 2009Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Stuart is an independent licensed insurance agent selling various life insurance products. He also serves on the budget and finance committee for the Central Conference of American Rabbis, is an equity investor in 21st Century Medical Technologies, and an investor/member of Storm Branch Equestrian, LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Oneseven
Previous Registrations
International Assets Advisory, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.