What types of clients do we help?
Gerrish Financial provides financial planning and investment advisory services primarily to Generation X , Y and Z individuals and families (all age groups are welcome).
We also provide services to high net worth individuals, business owners, and self employed individuals.
What are your account minimums?
We strive to work with people from all different walks of life, and have no minimum asset or income requirements, and we have no minimum account size.
Our base Financially Fit plan starts at $500 upfront and $1,200 yearly ongoing.
Where are you located?
Our Mailing Address:
251 W. Central Ave. #298
Springboro, OH 45066
We work in a virtual environment so our appointment times are flexible and can be scheduled based on client need. We offer video and phone conferencing options to better serve our clients. For those clients who are local to the Springboro area, appointments are held in our home based office or another mutually agreed upon meeting location. We understand that people have busy lives and may need an appointment outside of the typical 9-5 timeframe.
How are we compensated?
It’s very simple. We are only compensated by the fees we charge our clients for financial planning and investment management services.
Gerrish Financial is a fee‐only financial planning and investment advisory firm. All fees are paid directly by the client in the form of a packaged or fixed fee arrangement.
No performance related fees are charged, no commission is received for any product or security we recommend to clients.
Do you get commissions on the securities you recommend?
No. We are a fiduciary based firm that is required to act in our clients best interest at all times.
While there is nothing wrong with other financial sales people getting a commission for selling you one “suitable” product versus another, that isn’t the model we follow at Gerrish Financial.
Accordingly, neither Gerrish Financial or its investment adviser representatives receive any third party direct monetary compensation (i.e., commissions, 12b‐1 fees, or other fees), additional services (e.g, educational conferences), or non‐direct monetary or other forms of compensation (e.g., entertainment events) from brokerage firms (custodians) or mutual fund companies.