Gervais Capital Management, LLC
Gervais Capital Management, LLC (CRD# 299347) is a financial advisory firm headquartered in Wilson, WY. They manage $116,050,600 in 37 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Gervais Capital Management, LLC
By the Numbers
-
Total Assets Under Management116MILLION
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$3,136,503
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX, WY
Financial Advisors at Gervais Capital Management, LLC
1
Donald Gervais (CRD# 2870806) is an Investment Advisor Representative working at Gervais Capital Management, LLC in Wilson, WY and has over 22 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.