Gearhart & Associates
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Overview
Gearhart & Associates is located at 9301 Montgomery Road, Cincinnati, OH. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Gearhart & Associates is not a registered broker-dealer.
Gearhart & Associates oversees $638.2 million in assets under management across 1,751 accounts, of which 1,740 are discretionary and 11 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The firm caters to retail investors, high net worth investors, pension plans, and corporations, with retail investors being the largest client type by accounts. The fee structure at Gearhart & Associates includes asset-based and fixed fees. The firm has 162 high net worth clients.
Gearhart & Associates is registered in the states of California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, North Carolina, Ohio, Tennessee, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gearhart & Associates by the Numbers
$638.2 million
7
1,751
$364.5 thousand
Fee Structure
Fees for financial management typically depend on which service is offered. Fees billed by Gearhart & Associates most likely include some combination of the following fee types: asset-based or fixed.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors, high net worth investors, pension plans, and corporations. Out of its 4 clients, Gearhart & Associates's largest client type by number of accounts is high net worth investors, but it also manages money for 162 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 9.12%
- Other Individuals - 89.47%
- Corporations - 1.41%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gearhart & Associates does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Gearhart & Associates
Cincinnati, OH
Cincinnati, OH
Windsor, CA
Cincinnati, OH
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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