A complete list of active advisors currently associated with Gerry Dransfeldt RIA, Inc

Warmer can help you find a great advisor at Gerry Dransfeldt RIA, Inc or one who fits your needs even better.

The firm provides discretionary portfolio management to individuals and trusts, serving about 25 clients with roughly $18.55 million in assets under management and charging percentage-of-AUM advisory fees. Services cover mutual funds, common stocks, ETFs, MLPs, REITs and bonds and the firm generally tailors accounts to each client’s risk profile and investment goals, with a stated account minimum of $10,000 (exceptions permitted). The investment approach emphasizes high-quality dividend-paying equities, master limited partnerships and real estate investment trusts combined with option overlays—primarily writing covered calls and, in taxable accounts, selling deep out-of-the-money naked puts (typically 10–30% OTM and usually under 90 days) to increase yield. Securities are chosen only from actively traded, liquid exchanges and positions are managed actively, often reviewed daily, with all trading conducted on a discretionary basis. Relative to peers, the firm’s routine and explicit use of option-writing (both covered calls and naked puts) as a core strategy and its hands-on, sometimes multiple-times-per-day account reviews are uncommon for a solo independent adviser. The firm custodys assets at Charles Schwab with no soft-dollar arrangements, does not charge performance-based fees, generally does not use margin, and leaves proxy voting to clients.

To learn more about the advisors currently working at Gerry Dransfeldt RIA, Inc, 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.