John Geder is a registered investment advisor at Geder Investment Management, INC., based in Elm Grove, WI, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32 clients with $27M 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 $200K | 1.00% |
| $200K - $500K | 0.70% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
Elm Grove, WI
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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 →Employment History
Current Registrations
Geder Investment Management, INC.
State Registrations2 states
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