Gerald Mcgill
Gerald Mcgill is a CFA-designated registered investment advisor at Eagle Rock Investment Company, LLC, based in Atlanta, GA, with 30 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 83 clients with $790M 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 | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000. Minimum relationship size is $1,000,000.
Fee Estimator
Location
1201 Peachtree Street Ne, Ste 200, Atlanta, GA, 30361
Get directionsHistory
Regulatory History (3)
Judgment / Lien
April 2020Criminal
July 1992Criminal
August 1984Other Business Activities
Gerald is involved with McGill Timberland Company, LLC, an agriculture/farming business, since 2019. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Eagle Rock Investment Company, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Cornerstone Investment Partners, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
William R. Hough & CO.Broker
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.