Gretchen Stroemer is a registered investment advisor at Verity Asset Management, based in Chapel Hill, NC, with 27 years of industry experience. Gretchen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 5,730 clients with $1B 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 $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
These fees apply to accounts at AXOS Advisor Services, Charles Schwab Institutional, Fidelity IWS, and PCS. Alternate fee arrangements are available and may be agreed upon based on individual circumstances. The Enhanced Income Model has a flat 0.60% annual advisory fee, and the Tax-Exempt Income Model has a flat 0.90% annual advisory fee. Model-specific and strategy-specific investment management fees may also apply.
Fee Estimator
Location
Chapel Hill, NC
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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.
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Gretchen works as an Investment Advisor Representative for Verity Asset Management, dedicating a few hours per week. She also owns an accounting agency, works as a mystery shopper, and is the treasurer for the Rotary Club of Chapel Hill, each requiring minimal time.
Employment History
Current Registrations
Verity Asset Management
Previous Registrations
Verity Investments, INC.
Verity Investments, INC.Broker
Ameriprise Advisor Services, INC.Broker
Ameriprise Advisor Services, INC.
Verity Investments, INC.
Verity Investments, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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