Gerald Hakala is a CFA-designated registered investment advisor at Clarkston Capital Partners, LLC, based in Rochester, 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 Investment Management. Their firm serves 396 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. If assets are invested in a Clarkston Fund, those assets are subject to the fees and charges applicable to all shareholders in that Clarkston Fund.
Fee Estimator
Location
303 East Third Street, Suite 110, Rochester, MI, 48307
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 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.
Employment History
Current Registrations
Clarkston Capital Partners, LLC
Previous Registrations
Clarkston Capital Partners, LLC
State Registrations2 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.