George Gerner is a registered investment advisor at Trg Capital Management, INC., based in Johnson City, NY, with 13 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 123 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TRG Capital Management charges an annual management fee for separately managed accounts, ranging from 0.60% to 1.25% of the value of your portfolio. The specific fee depends on the investment strategies used. For accounts with more than $5,000,000, fees are negotiable. TRG also manages the TRG Dynamic Risk Manager-Level 2 Fund, L.P. with fees ranging from 0.50% to 1.30% depending on the year and initial commitment level. Performance-based fees may also apply to the fund.
Location
520 Columbia Drive, Suite 107, Johnson City, NY, 13790
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Trg Capital Management, INC.
State Registrations3 states
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