Minimums & Fees

Asset Minimums

Gerring Capital Partners offers separately managed account strategies for clients with a minimum of $400,000 in total household investment assets.

Fee Schedule

1.00% of assets under management on the first $1,000,000 in total investment assets

0.60% of assets under management on the next $1,000,000 in total investment assets up to $2,000,000

0.40% of assets under management on the remaining total investment assets above $2,000,000

Consulting

Consulting service charges are determined on a case by case basis.  Retainer based, specific project or hourly arrangements are available depending on the specific client needs.  Asset minimums do not apply to consulting services.