Gerstemeier Financial Group (GFG) offers financial planning and investment management services. GFG provides advice through consultations to determine financial objectives, identify financial problems, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan estates. GFG is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$140M
Clients75
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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