Gerard Clunan
Gerard Clunan is a registered investment advisor at Hershey Financial Advisers, LLC, based in Lancaster, PA, with 27 years of industry experience. Gerard 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 4 more. Their firm serves 507 clients with $150M 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 $500K | 2.00% |
| $500K - $1.5M | 1.75% |
| $1.5M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Fees are negotiable based on the scope, complexity, and time required. The schedule reflects the maximum annual fee rates for each tier.
Fee Estimator
Location
120 North Pointe Blvd, Suite 300, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (2)
Regulatory
June 2005Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Gerard is involved in various business activities, including insurance sales through Tegler and Associates and Stellar Performance, sales and marketing consulting, and property & casualty insurance sales. He also dedicates time to non-compensatory work with several organizations.
Employment History
Current Registrations
Hershey Financial Advisers, LLC
Previous Registrations
Northeast Financial Group, INC.
Leigh Baldwin & CO., LLCBroker
Pan-American Financial AdvisersBroker
State Registrations4 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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