Gerald Skalsky is a registered investment advisor at Clear Harbor Wealth Management, based in Destin, FL, with 16 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 84 clients with $48M 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 $1.0M | 1.85% |
| $1.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | Included |
Fees are negotiable. For amounts above $50,000,000, fees are customized.
Fee Estimator
Location
543 Harbor Blvd, Ste 501, Destin, FL, 32541
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Clear Harbor Wealth Management
Previous Registrations
Great Point Capital LLCBroker
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.