Gerard Jones is a registered investment advisor at Gerard Asset Management, L.L.C., based in Waterford, VT, with 31 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 20 clients with $11M 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% |
Fees generally range from 0.5% to 1.5% per annum of assets under management. Fees may be subject to a minimum annual charge not exceeding 2% per annum, and any different fee must be negotiated between the client and Gerard Asset Management.
Fee Estimator
Location
Waterford, VT
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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.
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Gerard works as an attorney at law, specializing in estate planning, financial planning, and elder and disabled persons law.
Employment History
Current Registrations
Gerard Asset Management, L.L.C.
State Registrations1 state
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