Troy Gerschutz
Troy Gerschutz is a registered investment advisor at J.P. Morgan Securities LLC, based in Dublin, OH, with 21 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
6515 Sawmill Rd, Dublin, OH, 43017
Get directionsHistory
Regulatory History (3)
Regulatory
January 2017Customer Dispute
March 2014Customer Dispute
April 2013Other Business Activities
Troy is a partial owner and investor in Ark Real Estate Group, LLC, a business that buys rental properties. He helps finance the rental property investments, dedicating minimal time to this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Fifth Third Securities, INC.Broker
State Registrations47 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.