Gerard Jones is a registered investment advisor at Gerard Asset Management, L.L.C., based in Waterford, VT, with 30 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. Their firm serves 19 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gerard Asset Management's fees are based on a percentage of the value of your investments, ranging from 0.5% to 1.5% per year. Fees are billed quarterly. There may be a minimum annual charge, but it will not exceed 2% per year of the value of your investments. You'll also be responsible for custodial fees, brokerage, and transaction costs.
Location
Waterford, VT
Get directionsHistory
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
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
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.