JG
CFA
JG
CFA

John Gerhardt

7 Years of Experience
Wayne, PA

John Gerhardt is a CFA-designated registered investment advisor at Radnor Capital Management, LLC, based in Wayne, PA, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 177 clients with $790M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
177 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$786.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.20%-1.00% and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

38 West Avenue, Wayne, PA, 19087-4306

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Radnor Capital Management, LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Spartan Capital Management, LLC
April 2010 - February 2012 · 1 yr 10 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
John Gerhardt - Financial Advisor | TrueAdvisor