Gehrig Capital Management offers continuous investment advice based on individual client needs. They develop a personal investment policy and manage a portfolio based on client goals, risk tolerance, and liquidity needs. They manage accounts on a discretionary basis, considering client objectives and tax implications. Gehrig Capital Management also publishes a quarterly newsletter with general financial information.
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 Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable and discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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