Gerard Verbeek
Gerard Verbeek is a registered investment advisor at Osaic Wealth, INC., based in Salem, NH, with 32 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Salem, NH
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Regulatory History (2)
Customer Dispute
February 2006Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Gerard manages rental properties through TVF Properties LLC in New Hampshire and Maine. He also works as an insurance agent offering disability insurance, fixed and fixed indexed annuities, life settlements, and traditional life insurance, dedicating a few hours per week. Finally, Gerard is a co-owner of Excalibur Wealth Advisory LLC, an entity used for office expense management.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.
Osaic Fa, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations31 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.