Gerard Wealth Management provides investment management for a fee - and only a fee. We receive no commissions based on the number of transactions that we make in your portfolio. Our compensation is based solely on the total value of the assets that we manage for you. That's our incentive to prudently increase the value of your portfolio as much as we can.

Here's our fee schedule:

Assets Under Management	Annual Fee
Under $1 Million	1.00%
$1,000,001 to $5 Million	0.90%
$5,000,001 to $10 Million	0.85%
Above $10 Million	Negotiable