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Gerstemeier Financial Group, LLC

 
  Chicago: (630) 420-6601   Cincinnati: (513) 898-9973   Naples: (239) 330-2584   info@G-FG.com

Gerstemeier Financial Group, LLC

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  2. Our Services
  3. Overview & Fees

Overview & Fees

OVERVIEW

We take a holistic view to help clients set and reach customized financial goals and simplify their financial lives. We offer financial planning, investment management, and tax preparation services to help you focus on the issues that are most important in your life. It is our goal to become your trusted advisor in order to help you manage your finances successfully. Specifically, we offer financial services to individuals and small businesses in the following areas:

  • Financial Planning: Financial objective identification and evaluation, budgeting and cash flow management, retirement planning and projections, stock option analysis, college funding and financing, life insurance, disability insurance, and long-term care insurance analysis and estate planning strategies.
  • Investment Management: Portfolio analysis, asset allocation, investment policy development, security selection, investment implementation, portfolio rebalancing, performance reporting, portfolio monitoring, and company retirement plan establishment and implementation.
  • Group Retirement Plans: Selection and design of company retirement plans.
  • Tax Planning & Preparation: Income tax planning and projections, tax minimization strategies, and income tax preparation.

 

FEES

Whether you want someone to manage all of your financial affairs, or would just like to hear what a professional thinks about your current financial situation, our fee structure is based on the level of services you desire. Due to our Fee-Only approach, we not only perform on-going investment management services, we also provide hourly as needed consultations, comprehensive retirement planning, or financial “check-ups” to help you continue down your path of financial security.

Consultation, planning, and tax preparation services are billed on a fixed fee for service basis. Currently, the hourly rate is $225 and is based on the type and level of services required.

Investment Management services are billed on a percentage of assets under management. The fees range from .5% to 1% of the total portfolio being managed. Clients selecting this service receive our financial planning management at no additional cost. Currently, the annual minimum for our services is $10,000.

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Contact info

  • Chicago Area Office
  •   1415 22nd Street, Tower Floor, Oak Brook, IL 60523
  •   (630) 420-6601
  • Cincinnati Area Office
  •   6851 Clubside Drive, Loveland, OH 45140
  •   (513) 898-9973
  • Naples Area Office
  •   7024 Pelican Bay Blvd., F-301, Naples, FL 34108
  •   (239) 330-2584
  •   info@G-FG.com

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Gerstemeier Financial Group, LLC (GFG) is a registered investment advisor with the Securities and Exchange Commission (SEC). GFG does not provide any personal financial advice via this web-site. The purpose of this site is to provide general background information about the services GFG offers. At certain places on this web-site, live "links" to other web-sites are available. Such external web-sites contain information created, published, and maintained by institutions independent of GFG. GFG does not endorse, approve, certify, or control these external web-sites and does not guarantee their accuracy or completeness. This site is not intended to solicit or offer to sell investment advisory services to residents of any state in which GFG is not currently authorized to do so. Form ADV Part 2 and Part-3, which describes the business practices, services offered, and related fees of GFG, is available upon request. The information on this site was compiled from sources believed to be reliable, however we do not guarantee its accuracy or completeness.

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