GI
GI

Gerd Infanger

23 Years of Experience
Mountain View, CA

Gerd Infanger is a registered investment advisor at Infanger Investment Technology, LLC, based in Mountain View, CA, with 23 years of industry experience. Gerd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $530M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$534.9M average
Assets Under Management
$534.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

0.3% per year for global balanced portfolios. 0.5% per year for Equity Portfolios.

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

2685 Marine Way, Suite 1315, Mountain View, CA, 94043

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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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Other Business Activities

Gerd is an adjunct professor with Stanford University, dedicating about 10-20% of his time to this role. He is also an Associate Professor with the Vienna University of Technology, but currently spends no time in that role.

Employment History
Current Registrations
Infanger Investment Technology, LLC
April 2002 - Present · 24 yrs 1 mo
State Registrations1 state
CA
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.