Gerard Asset Management offers discretionary investment management and supervisory services to individuals, trusts, estates, business entities, and charitable organizations. Founded in 1994 and led by Gerard Jones, the firm builds customized investment portfolios using fundamental, technical, and charting analysis, taking into account each client's specific financial goals and risk tolerance. Portfolios are constructed using asset allocation strategies across various investments. Gerard Asset Management operates on a fee-only basis, meaning they do not accept commissions for selling products. Custody of client assets is maintained at independent broker-dealers or banks chosen by the client, and clients retain full responsibility for voting proxies on their securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range from 0.5% to 1.5% per annum of assets under management. Fees may be subject to a minimum annual charge not exceeding 2% per annum, and any different fee must be negotiated between the client and Gerard Asset Management.