Gerber, LLC provides wealth management and entrepreneurial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Gerber offers customized investment management using mutual funds, ETFs, and individual securities. Gerber also provides entrepreneurial planning services, including financial planning and consulting. Certain advisors are registered representatives of a broker-dealer and may receive commissions.
Assets Under Management$590M
Clients225
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$150M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
These fees apply to clients who also engage Gerber for Entrepreneurial Planning. Clients who only engage Gerber for Investment Management are charged a flat fee of up to 1.00% annually. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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