Carl
Gercke
Headinvest
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About this Advisor
Carl Gercke is a financial advisor based in Portland, Maine, working with Headinvest. Carl has previously held a position at Headinvest and is registered to provide services in Maine. Currently, Carl is part of Headinvest, which operates out of Portland, Maine. The firm has 16 employees and manages assets totaling $897.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Headinvest includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Headinvest Brokerage Details
$897,644,886
16
1,240
$723,907
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Carl Gercke Work History
Headinvest
Disclosures
Please visit the SEC profile of Carl Gercke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Headinvest
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
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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