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Credentials
None foundExperience Industry experience
35 years
Location
Huntingdon Valley, PA
GBL Asset Management, Inc.
Independent
Total advisors
1Clients per advisor
18 TypicalAvg AUM per client
$1,700,558 Very HighHNW client ratio
50% HighGerald Levin is the sole advisor at GBL Asset Management, Inc., an independent firm based in Huntingdon Valley, PA. He holds 35 years of industry experience and has led the firm since 1985. Levin serves as Secretary of the Philadelphia Chapter of the American Association of Individual Investors, a nonprofit focused on investment education. GBL Asset Management manages approximately $34.3 million for individual and select institutional clients, employing a value-oriented, income-aware investment approach centered on mutual and closed-end funds, fixed-income instruments, and occasional equities. The firm operates primarily on a non-discretionary basis and utilizes block trading and a family-group fee structure.
Based on GBL Asset Management, Inc.
Based on GBL Asset Management, Inc.
Occasional consulting work for a flat fee depending on work involved
$0+: 0.5% per year (.125% per quarter) for fixed income mutual funds, closed-end funds, and ETFs primarily investing in fixed income $0+: 0.5% per year (.125% per quarter) for bonds and preferred stocks with interest rate over 6% $0+: 0.375% per year (.09375% per quarter) for bonds and preferred stocks with interest rate between 5.375% and 6% $0+: 0.25% per year (.0625% per quarter) for bonds and preferred stocks with interest rate between 3% and 5.375% $0+: 0.1% per year (.025% per quarter) for bonds and preferred stocks with interest rate below 3% $0+: 0.3% per year (.075% per quarter) for bonds, preferred stocks, and CDs with variable coupon or principal $0+: 0.75% per year (0.1875% per quarter) for equity securities including mutual, closed-end, and ETFs primarily investing in equities
Fee-only: Flat fees for consulting work, amount depends on work involved
Huntingdon Valley, PA
Huntingdon Valley PA
Advisors at this office
1
Pennsylvania
35 years of industry experience
GBL Asset Management, Inc.
1985 - Present • 41 years
Huntingdon Valley, PA
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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