Gerard Hallaren
Gerard Hallaren is a CFA-designated registered investment advisor at Perimeter Investments, based in Littleton, CO, with 27 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The advisory fee for customers paying on a percentage of assets will never exceed 2.00%. Fees vary for a number of reasons and may be negotiable.
Fee Estimator
Location
Littleton, CO
Get directionsHistory
Regulatory History (1)
Criminal
August 1975Other Business Activities
Gerard is an independent consultant specializing in investment and market research, IT, and accounting, and is considering managing assets for high net worth & institutional investors. He is also a managing member of JRPG, which exists to pay bills and receive payments from creditors, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Perimeter Investments
Previous Registrations
Perimeter Investments
Andrews PartnersBroker
Janco Partners, INC.Broker
Avian Securities, LLCBroker
Jrpg, LLC
The Yale Group, INC.Broker
First Albany Capital INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Invesco Distributors, INC.Broker
Hanifen, Imhoff INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Woolcott & CO., INC.Broker
Brean Murray, Foster Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.