Gerald Cin is a registered investment advisor at Procyon, based in Flint, MI, 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,048 clients with $9.2B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees are negotiable at the sole discretion of Procyon. Accounts from related clients are typically grouped together to achieve lower fee tiers. Trust fiduciary services add an additional 0.25% to the annual rate.
Fee Estimator
Location
607 E. 2nd Ave., Suite 100, Flint, MI, 48502
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2000Other Business ActivitiesSells Insurance
Gerald officiates sports across Michigan for the Michigan High School Athletic Association, dedicating a few hours per week. He is also an investment advisor representative for Oliver Lagore Vanvalin (OLV) Investment Group, spending nearly full-time hours on insurance sales and services, and is involved with other organizations in minimal time commitments.
Employment History
Current Registrations
Procyon
Previous Registrations
Ae Financial Services, LLCBroker
Oliver Lagore Vanvalin Investment Group, INC.
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
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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