Gail Perrymason
Gail Perrymason is a registered investment advisor at Oppenheimer & CO. INC., based in Grosse Pointe Farms, MI, with 37 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 37,605 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oppenheimer offers several investment management programs with different fee structures:
- Fahnestock Asset Management (FAM): Fees up to 2.5% of your portfolio. Commissions are also charged on certain FAM accounts.
- Alpha: Clients pay brokerage commissions and ticket/handling charges on securities transactions.
- Preference: Fees up to 2.25% of your portfolio. Additional charges may apply based on trading activity.
Minimum account sizes vary depending on the program and the types of investments included in the account. The minimum annual fee for FAM and Preference accounts is $250, but this is waived if the account is at least $50,000 or household advisory accounts are at least $250,000.
Location
63 Kercheval Avenue, Suite 300, Grosse Pointe Farms, MI, 48236
Get directionsHistory
Regulatory History (7)
Judgment / Lien
February 2020Judgment / Lien
September 2018Judgment / Lien
July 2018Customer Dispute
April 2018Customer Dispute
April 2017Regulatory
April 2004Customer Dispute
November 1994Other Business Activities
Gail is involved in several community and youth-focused activities, including volunteering at Detroit Medical Center, teaching financial literacy, and supporting youth scholarships. These activities require minimal time during business hours and are not investment-related.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Oppenheimer & CO. INC.
First of Michigan CorporationBroker
Prudential Securities IncorporatedBroker
Shearson Lehman Hutton INC.Broker
State Registrations19 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.