George Gerhard
George Gerhard is a registered investment advisor at Trivium Point Advisory, LLC, based in Wilton, CT, with 21 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 850 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trivium Point Advisory charges an annual fee based on the value of your investments. This fee is negotiable and typically ranges from 0.10% to 1.25% per year. The fee is calculated based on the value of your investments at the end of the previous quarter. For clients referred to an external manager, the fee will be deducted from the client's account with the external manager, and a portion will be provided to Trivium Point Advisory. Fees for the Institutional Intelligent Portfolios platform also range from 0.10% to 1.25% annually.
Location
40 Danbury Road, Suite 301, Wilton, CT, 06897
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is involved in several business activities, including Trivium Point Advisory and Consulting, which are DBAs for his LPL business, and Trivium Point Insurance Group, LLC, where he works as an agent. He also dedicates a significant amount of time to Trivium Point Holdings LLC, Trivium Point Advisory LLC, and TWD, LLC, primarily for tax and investment purposes.
Employment History
Current Registrations
Trivium Point Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England SecuritiesBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations27 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.