Laura Gerstemeier is a CFP-designated registered investment advisor at Gerstemeier Financial Group,llc, based in Naples, FL, with 16 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 75 clients with $140M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gerstemeier Financial Group,llc
State Registrations4 states
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