Gerald
Fiess
Ventura Wealth Management
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About this Advisor
Gerald Fiess is a financial advisor based in Morrisville, Pennsylvania, working with Ventura Wealth Management. Gerald has previously held positions at Ventura Wealth, Alliance Bernstein Global Fund Administration, Alliance Bernstein - Global Fund Administration, and Bank Of America/Merrill Lynch. Gerald has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Gerald is part of Ventura Wealth Management, which operates out of Morrisville, Pennsylvania. The firm has 9 employees and manages assets totaling $518.2 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, and pension consulting services. The fee structure at Ventura Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ventura Wealth Management Brokerage Details
$518,166,137
9
1,423
$364,136
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gerald Fiess Work History
Ventura Wealth
Alliance Bernstein Global Fund Administration
Alliance Bernstein - Global Fund Administration
Bank Of America/Merrill Lynch
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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