Gerson Wealth Management acts as a solicitor, referring potential clients to Morgan Stanley Smith Barney (MSSB) for investment advisory services. Gerson Wealth Management does not provide investment advice, manage client assets, or participate in the day-to-day servicing of client accounts with MSSB. Gerson Wealth Management receives a referral fee from MSSB for clients who establish an investment advisory account with MSSB.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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