Gehrig Capital Management, INC.

Fee-Only (% of Portfolio)

Gehrig Capital Management is an Indiana-based registered investment advisor that has been in business since 2008. The firm provides individual portfolio management and continuous investment advice tailored to each client's specific needs, goals, time horizon, and comfort with risk. Gehrig Capital Management builds customized portfolios primarily utilizing corporate debt securities, certificates of deposit, mutual funds, and exchange-traded funds. Investment management services are handled with the authority to make trades without asking first, though clients can set reasonable restrictions on certain investments. In addition to portfolio management, Gehrig Capital Management publishes a quarterly newsletter covering general financial topics like retirement and estate planning. The firm works with individuals and trusts, managing investments on a discretionary basis.

Assets Under Management$200M
Clients652
Advisors5
Avg. per Client$310K
Avg. per Advisor$41M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable on a client-by-client basis depending on complexity and portfolio size.

Fee Estimator
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Location

5 Advisors at this firm