Gerard Trask is a registered investment advisor at Archer Investment Corporation, based in St Petersburg, FL, with 12 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.
Fee Estimator
Location
4020 58th Ave N, St Petersburg, FL, 33714
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gerard is a sole proprietor providing accounting and tax services since 2010. This takes about half of Gerard's time.
Employment History
Current Registrations
Archer Investment Corporation
State Registrations1 state
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