A complete list of active advisors currently associated with Gerber Wealth, LLC
Warmer can help you find a great advisor at Gerber Wealth, LLC or one who fits your needs even better.
Gerber Wealth, LLC is a single‑advisor, state‑registered independent firm that offers financial planning, retirement plan consulting, and the recommendation and monitoring of third‑party investment advisers to individuals, high‑net‑worth clients, and business entities. The firm prepares written financial plans when agreed, and acts as the client’s primary financial adviser while outsourcing portfolio management and custody to recommended third‑party advisers. Gerber Wealth’s approach is to match clients with third‑party advisers based on the client’s goals, risk tolerance, account size and the adviser’s strategy, fees, performance and volatility characteristics, and to conduct ongoing monitoring with at least annual client reviews. The firm operates non‑discretionarily for its own services: recommended third‑party advisers are responsible for execution, trading, reporting and custodian relationships, while Gerber provides oversight and advice. The firm’s principal is also an independent insurance agent and may receive commissions for insurance sales; the brochure discloses that planning fees may be negotiated or waived when insurance commissions are received and that Gerber Wealth shares in portions of third‑party advisers’ management fees, conflicts the firm says it mitigates through disclosure and its Code of Ethics. Gerber Wealth is a very small practice (one advisor, about 20 clients) that does not take custody or directly manage client assets, delegating portfolio management to third‑party advisers rather than providing in‑house discretionary management.
To learn more about the advisors currently working at Gerber Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wolcott, IN
| 34
|
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