Gemmer Asset Management manages investment portfolios for individual clients, families, and small businesses. Gemmer Asset Management focuses primarily on asset allocation strategies using no-load mutual funds and exchange-traded funds. Gemmer Asset Management offers different investment programs, including Gemmer Select and Gemmer Premier, tailored to different account sizes. Most clients are introduced to Gemmer Asset Management through independent financial advisors and planners. Gemmer Asset Management holds discretionary authority to manage accounts and makes investment decisions aligned with each client's goals and risk tolerance. Gemmer Asset Management does not provide comprehensive financial planning as a standalone service, though periodic retirement analyses are included as part of portfolio management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Gemmer Asset Management charges asset-based fees up to a maximum of 2.00%. Specific rates vary based on the investment program (Gemmer Select or Gemmer Premier), account size, and negotiations.