Gerald Anderson is a registered investment advisor at West Oak Wealth, based in Weatherford, OK, with 1 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $24M 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 $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
Annual advisory fee of 1.00% of assets under management for non-U.S. clients. The combined fee charged to the Client will not exceed 2% of assets under management if an Outside Manager is utilized.
Fee Estimator
Location
Weatherford, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gerald owns RTC Resources, LLP, an oil and gas producer. This activity is not investment-related and takes minimal time during trading hours.
Employment History
Current Registrations
West Oak Wealth
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.