Donald Gervais is a CFA-designated registered investment advisor at Gervais Capital Management, LLC, based in Wilson, WY, with 25 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 42 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Location
3485 North Pines Way, Suite 105, Wilson, WY, 83014
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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 →Other Business Activities
Donald is a board member for Friends of Pathways and Teton Village Water & Sewer District. He also serves on a development committee for The Teton Science Schools. He spends minimal time on the Teton Village Water & Sewer District role.
Employment History
Current Registrations
Gervais Capital Management, LLC
Previous Registrations
Allianz Global Investors Distributors LLCBroker
Goldman, Sachs & CO.Broker
J.P. Morgan Institutional Investments INC.Broker
Ge Investment Services INCBroker
State Registrations3 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.