Gerard Mihalick
Gerard Mihalick is a registered investment advisor at Berkshire Asset Management, LLC, based in Wilkes-Barre, PA, with 31 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,479 clients with $2.8B 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 $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Schedule reflects equity and balanced accounts. Fixed income accounts have a separate schedule starting at 1.00% down to 0.50%. Fees are negotiable.
Fee Estimator
Location
46 Public Square, Suite 700, Wilkes-Barre, PA, 18701-2609
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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
Berkshire Asset Management, LLC
Previous Registrations
Berkshire Asset Management, INC.
State Registrations1 state
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.
Exams
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