Gerald Mang is a registered investment advisor at Captrust, based in Chesterton, IN, with 21 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.
Fee Estimator
Location
3100 Village Point, Ste 200, Chesterton, IN, 46304
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Employment History
Current Registrations
Captrust
Previous Registrations
Capfinancial Securities, LLC.Broker
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Lakeside Wealth Management Group, LLC
Ffp Securities, INC.Broker
Ffp Advisory Services INC
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.
Exams
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