Kevin Gerard
Kevin Gerard is a registered investment advisor at Charles Schwab & CO., INC., based in Mequon, WI, with 37 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
11309 N. Port Washington, Mequon, WI, 53092-3411
Get directionsHistory
Regulatory History (1)
Regulatory
June 2009Other Business Activities
Kevin is a board member for Mariners Pointe Condominium Association since June 2022 and Tower 100 at Kalea Bay Condominium Association, Inc. since April 2024. He spends about 10-20% of his time serving on both boards to manage the properties.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Gerard Asset Management, LTD.
Gerard Asset Management, LTD.Broker
Gs2 Securities, INC.Broker
Strong/corneliuson Capital Management,inc.Broker
State Registrations49 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.