Gerard Asset Management, LLC offers investment management services to individuals, trusts, estates, business entities, and charitable organizations. The firm creates investment strategies based on each client's financial goals and risk tolerance. Services are tailored to each client's needs and reviewed annually. Clients enter into an investment advisory agreement that outlines the terms of service, fees, and permitted investments. Clients maintain custody of their assets at a broker-dealer, bank, or other institution of their choosing.
Fee Structure
Gerard Asset Management's fees are based on a percentage of the value of your investments, ranging from 0.5% to 1.5% per year. Fees are billed quarterly. There may be a minimum annual charge, but it will not exceed 2% per year of the value of your investments. You'll also be responsible for custodial fees, brokerage, and transaction costs.