Gerry Dransfeldt RIA, Inc. manages investment portfolios for individuals and trusts. The firm invests in mutual funds, stocks, ETFs, master limited partnerships, real estate investment trusts, and bonds traded on active exchanges. Services are tailored to each client's risk profile and investment goals. The firm manages client assets on a discretionary basis.
Assets Under Management$19M
Clients25
Advisors1
Avg. per Client$740K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.40% |
Fees are negotiable but will not exceed 2.4% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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