G
Geder Investment Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,950,169
Clients
32
66% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$842,193
About
Geder Investment Management, Inc. provides investment advisory and portfolio management services primarily to individual clients, charging fees based on a percentage of assets under management. The firm manages roughly $27 million on behalf of about 32 clients.
Portfolios are constructed to reflect each client's stated objectives and risk tolerance, and the firm discloses its methods of analysis, investment strategies, and associated risks in its Form ADV. Accounts are subject to periodic review and the adviser may manage client accounts with discretion consistent with client agreements.
The firm offers educational seminars and workshops for clients and prospective clients, a practice that is relatively uncommon among independent advisers. Given its modest asset base and limited client roster, the firm emphasizes client education and personalized attention compared with larger peers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.50% $1,000,000+: 1.00%
$250 per hour for financial planning services.
Account minimum: $500,000 Fee-only: Fees based on tiered percentages of assets under management as listed above.
Main office location
Geder Investment Management, Inc.
Elm Grove WI, United States
Number of offices
1
Most active in
Geder Investment Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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