Gearhart & Associates offers personalized investment management services on both discretionary and non-discretionary bases. The firm also provides financial planning services, either as a standalone service or as part of investment management. Investment advice is customized to each client's objectives and financial needs. The firm primarily uses mutual funds and exchange-traded funds (ETFs), but may also invest in other securities. Gearhart & Associates may recommend unaffiliated money managers or investment platforms to manage client portfolios.
Assets Under Management$720M
Clients1,694
Advisors4
Avg. per Client$430K
Avg. per Advisor$180M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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