Gerald
Fiess
Ventura Wealth Management
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About this Advisor
Gerald Fiess is a financial advisor based out of Morrisville, Pennsylvania, with 2 years of relevant experience. Fiess is an advisor for Ventura Wealth Management. Their career trajectory has included roles at Ventura Wealth, Alliance Bernstein Global Fund Administration, Alliance Bernstein - Global Fund Administration and Bank Of America/Merrill Lynch. Fiess holds a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Pennsylvania. Ventura Wealth Management is a financial advisory business based in Morrisville, PA. It manages $443 million in assets across its 1,321 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,321 accounts, 22% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees charged by Ventura Wealth Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ventura Wealth Management Brokerage Details
$443,213,397
9
1,321
$335,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gerald Fiess Work History
Gerald has been registered as a financial advisor for 2 years.*
Ventura Wealth
Alliance Bernstein Global Fund Administration
Alliance Bernstein - Global Fund Administration
Bank Of America/Merrill Lynch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gerald Fiess 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 Ventura Wealth Management
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
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