James Gersack is a CFP-designated registered investment advisor at Gc Wealth Management RIA, LLC, based in Jackson, WY, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 247 clients with $5.8B 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 | 1.50% |
Annual fee will not exceed 1.5% of assets under management. Fees may be tiered, asset-based, or flat, and are negotiable.
Fee Estimator
Location
172 N Center St, Ste 202, Jackson, WY, 83001
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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
Gc Wealth Management RIA, LLC
Previous Registrations
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Fintegra Financial Solutions
Fintegra, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Securities LLCBroker
Sanford C. Bernstein & CO., INC.Broker
D.A. Davidson & CO.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.
Exams
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