Gerard Bessette
Gerard Bessette is a registered investment advisor at Strategic Advisers LLC, based in Los Altos, CA, with 11 years of industry experience. Gerard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
Los Altos, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2022Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
AXA Advisors, LLCBroker
State Registrations31 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.
Exams
More Advisors
- Sheela Sukhdeo, CFPStrategic Advisers LLC
- Kevin Ryan, CFP, ChFCMariner
- Sean Mcnally, CFPTraveka Wealth, LLC
- Marina Strasser, CFPCharles Schwab & CO., INC.
- Alfred Au, CFPDiversifi Capital INC
- Victor Mandella, CFP, PFSCetera Investment Advisers LLC