Gemmer Asset Management manages investment portfolios for individuals and small businesses. Gemmer uses an asset allocation strategy consisting primarily of mutual funds and exchange-traded funds. Gemmer works with Personal Financial Advisors who introduce their services to prospective clients and are compensated from Gemmer's advisory fee.
Assets Under Management$2B
Clients1,380
Advisors8
Avg. per Client$1.5M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable and can be based on a range of factors, including account size, service frequency, degree of customization and family or multi-account structures. Gemmer Select, Gemmer Premier, and Gemmer Unconstrained generally have a minimum account size and utilize a flat or tiered fee schedule that ranges up to 2% (on an annual basis) depending on account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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