Geder Investment Management, Inc. offers investment management services with continuous supervision of client portfolios on a discretionary basis. The firm also provides financial planning and investment advice through consultation. Investment portfolios are tailored to individual client objectives, risk tolerance, and tax considerations. The firm does not receive revenue from brokerage commissions or third parties.
Assets Under Management$27M
Clients32
Advisors1
Avg. per Client$840K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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