Gerard Clunan
Gerard Clunan is a registered investment advisor at Hershey Financial Advisers, LLC, based in Lancaster, PA, with 26 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 598 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hershey Financial Advisers' investment advisory fees are based on a percentage of the value of your portfolio. The annual fee ranges are:
- Up to $500,000: 0.50% - 2.00%
- $500,001 to $1,500,000: 0.5% - 1.75%
- $1,500,001 to $3,000,000: 0.5% - 1.50%
- Above $3,000,000: 0.5% - 1.25%
Fees are negotiable and may vary based on the scope, complexity, time, and expertise required.
Location
120 North Pointe Blvd, Suite 300, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (2)
Regulatory
June 2005Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Gerard is involved in various business activities, including insurance sales through Tegler and Associates and Stellar Performance, sales and marketing consulting, and property & casualty insurance sales. He also dedicates time to non-compensatory work with several organizations.
Employment History
Current Registrations
Hershey Financial Advisers, LLC
Previous Registrations
Northeast Financial Group, INC.
Leigh Baldwin & CO., LLCBroker
Pan-American Financial AdvisersBroker
State Registrations4 states
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.