Gerald L Delon, Ph.D. provides investment management services to individuals and retirement plans. Services are tailored to each client's needs, beginning with an interview to understand their financial situation and investment goals. Clients can set restrictions on their accounts. The firm monitors market conditions and client portfolios regularly, providing quarterly reports and annual in-person reviews.
Assets Under Management$39M
Clients24
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon client portfolio objectives and size of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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