Gerald Wernette is a registered investment advisor at Rehmann Wealth, based in Troy, MI, with 15 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 2,803 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rehmann Wealth provides investment management services for an annual fee based on a percentage of the assets managed. The fee is assessed quarterly in advance, based on the market value of the assets on the last day of the previous quarter. The annual fee varies between 0.00% and 2.50%, depending on the value of assets, the advisor, the type of services, and the client's relationship with the advisor. Some advisors may impose minimum account sizes or quarterly fees. Cash held in a client's account will be considered part of the assets under management for the purpose of calculating the advisory fee, unless explicitly stated in writing.
Location
1500 W Big Beaver, 2nd Floor, Troy, MI, 48084
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gerald is the Director of Retirement Plan Services at The Rehmann Group, LLC, a non-investment related company, dedicating nearly full-time hours to this role. He also serves as a Board Member/Treasurer for the Detroit Chapter of the International Society of Certified Employee Benefit Specialists, spending minimal time on this activity.
Employment History
Current Registrations
Rehmann Wealth
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.