Gerber, LLC is a large advisory firm based in Columbus. It manages $228.6 million of regulatory assets for 657 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Ohio and Texas.
Gerber provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gerber, LLC is $228.6 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gerber, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Gerber is high net worth individuals with 62 clients and $178.54 million of assets under management. Among the 9 most similar advisory firms, Gerber has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $228.6 million for 190 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Gerber doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Gerber, LLC performs its advisory services is located at 121 E. Nationwide Blvd, Columbus, OH 43215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-431-4343 or by fax 614-737-9807. The normal business hours are 8am-4:30pm on Monday - Friday. You can find more information about the New York firm at gerberclarity.com.