Gebhardt Group offers investment management and financial planning services. Their process involves understanding your financial history, defining your goals, creating a clear plan, and implementing strategies. They work with your CPA and estate attorney to maximize your financial and estate planning. Gebhardt Group uses both fundamental and quantitative analysis to manage risk in client portfolios.
Fee Structure
Gebhardt Group charges a percentage of the value of your investments. For new clients with accounts at Charles Schwab & Co., the fee is 1.5% per year. For certain client relationships established before 2011, the fee is 1.25% on the first $1,000,000, 0.75% on the next $1,000,000, and 0.50% on amounts between $2,000,001 and $10,000,000. For accounts above $10,000,000, the fee is 0.50% on the entire account. There is a $15,000 minimum annual fee.