Chase Gerald is a CFP-designated registered investment advisor at Dew Wealth Management, based in Dallas, TX, with 4 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 7 more. Their firm serves 246 clients with $460M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Schedule reflects the Maintenance Mode tier structure. Investment management is also available through other advisory programs with asset-based rates ranging from 0.30% to 0.40%.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (1)
Criminal
September 2010Employment History
Current Registrations
Dew Wealth Management
Previous Registrations
J.P. Morgan Securities LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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
- Jules Jouvenat, CFPHightower Advisors, LLC
- Tracey Gledhill, CFP
- Gregory Bone, CFACorient
- James Carroll, CFPBlack Swan Management Group, INC.
- Zechariah Daugherty, CFPCreative Planning
- Mark Lanyon, CFATurtle Creek Trust