LG
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Lothar Gehrig

17 Years of Experience
South Holland, IL

Lothar Gehrig is a registered investment advisor at Gehrig Capital Management, INC., based in South Holland, IL, with 17 years of industry experience. Lothar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 652 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
652 clients
Average Client Portfolio
$313K average
Assets Under Management
$203.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable and discounts may be offered to family members and friends of associated persons.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 E. 162nd Street, Suite 204, South Holland, IL, 60473

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Gehrig Capital Management, INC.
August 2008 - Present · 17 yrs 8 mos
State Registrations2 states
ILIN
Advisor

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
No exam information available for this advisor.