Gerber Wealth provides financial planning services to help clients evaluate their financial situation, goals, and risk tolerance. Gerber Wealth also recommends and monitors third-party investment advisors, but does not manage client assets directly. Gerber Wealth also offers retirement plan consulting services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Gerber Wealth does not directly manage investments. Instead, Gerber Wealth recommends third-party investment advisors. Gerber Wealth receives a portion of the management fee charged by the third-party advisor, up to 50%.
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