John Geresi is a registered investment advisor at Rhame & Gorrell Wealth Management, based in The Woodlands, TX, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 699 clients with $1B 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 $1000K | 1.30% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $15.0M | 0.65% |
| $15M+ | 0.55% |
Fees may be negotiable. Minimum quarterly fee of $1,000.
Fee Estimator
Location
1330 Lake Robbins Drive, Suite 360, The Woodlands, TX, 77380
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 →Employment History
Current Registrations
Rhame & Gorrell Wealth Management
Previous Registrations
Willis Johnson & Associates, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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