| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may vary based on several factors.
303 East Third Street, Suite 110, Rochester, MI, 48307
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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 →Gerald is involved with several companies, including Clarkston Capital Partners, Clarkston Companies, Clarkston Ventures, Clarkston 91 West, Conifer Holdings, and Pop Daddy Popcorn. He dedicates minimal time to each of these roles.