Gerritz Wealth Management provides investment management services to individuals and small businesses. The firm focuses on building long-term relationships with clients and uses a tactical asset allocation approach to manage portfolios, adjusting them based on market conditions. Gerritz Wealth Management manages accounts on a discretionary basis, meaning they can make trades without asking for specific client consent each time.
Assets Under Management$5M
Clients22
Advisors1
Avg. per Client$230K
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
All fees are subject to negotiation. Clients pay commission rates of $4.95 per ETF or stock trade or $35.00 per mutual fund trade at Shareholders Service Group.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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