Gerber, LLC

Gerber, LLC is a registered investment advisor founded in 1999 by Randall T. Gerber, specializing in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. The firm partners exclusively with growth-oriented first-generation entrepreneurs to help them define and achieve their professional and personal goals. Gerber's mission is to be the premier professional services practice in the United States for growth-oriented first-generation entrepreneurs. The firm's core values include being present, positive, pursuing excellence, living and breathing entrepreneurship, and having a healthy sense of urgency. Gerber offers wealth management services, including investment management services, retirement accounts advice, and entrepreneurial planning services. The firm acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. Investment strategies are primarily long-term focused, with portfolios consisting of diversified mutual funds, exchange-traded funds, individual stocks, bonds, alternative investments, structured notes, or options contracts. Gerber may recommend redistributing investment allocations, increasing sector weightings, or employing cash positions as a hedge against market movement. The firm charges fees based on assets under management, with annual rates ranging from 0.35% to 1.00%, depending on the level of assets and services provided. Gerber does not charge performance-based fees and does not manage proprietary investment funds. The firm does not receive compensation for securities transactions other than advisory fees. Gerber does not accept proxy-voting responsibility for clients and does not engage in soft dollar programs. The firm maintains strict privacy policies to protect clients' personal information and provides annual privacy policy updates. Clients are encouraged to contact Gerber for any questions or concerns regarding their privacy or the firm's services.