Gary Gerald is a registered investment advisor at The Marin Group INC., based in Charleston, SC, with 22 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 259 clients with $100M 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 $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $150.0M | 0.90% |
| $150M+ | 0.00% |
Fees are negotiable. The Marin Group may combine the account values of family members to determine the applicable advisory fee.
Fee Estimator
Location
58 Broad Street, Suite 1C, Charleston, SC, 29401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Marin Group INC.
State Registrations6 states
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