Azeem Haqq is a registered investment advisor at Gerber, LLC, based in Columbus, OH, with 28 years of industry experience. Azeem operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 225 clients with $590M 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 | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
These fees apply to clients who also engage Gerber for Entrepreneurial Planning. Clients who only engage Gerber for Investment Management are charged a flat fee of up to 1.00% annually. Fees may be negotiable.
Fee Estimator
Location
580 N Fourth Street, Suite 400, Columbus, OH, 43215
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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
Gerber, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Global Atlantic Distributors, LLCBroker
Lincoln Financial Distributors, INC.Broker
Transamerica Capital, INC.Broker
Intersecurities, INC.Broker
One Group Dealer Services, INC.Broker
One Group Services Company (the)Broker
Nationwide Investment Services CorporationBroker
Smith Barney INC.Broker
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.