Gerald Levin is a registered investment advisor at Gbl Asset Management, INC., based in Huntingdon Valley, PA, with 35 years of industry experience. Gerald 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 19 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GBL Asset Management charges a quarterly fee based on the value of your investments. The annual fee for equity securities and debt convertible into equity is 0.75%. For fixed income securities, the annual fee ranges from 0.1% to 0.5% depending on the interest rate. GBL does not charge a fee for money market funds, checking/savings accounts, or Treasury bills maturing in less than a year. Discounts are available based on the total assets managed for a client's family group.
Location
Huntingdon Valley, PA
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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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Gerald is the Secretary for the Philadelphia Chapter of the American Association of Individual Investors (AAII), a non-profit providing investment education. He dedicates minimal time to this role, preparing meeting announcements and occasionally recruiting speakers.
Employment History
Current Registrations
Gbl Asset Management, INC.
State Registrations1 state
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