HG
CFP

Hope L Gerdes

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
46 advisors
Number of Clients
3,901 clients
Average Client Portfolio
$515K average
Assets Under Management
$2.0B

Fee Structure

Minimum Annual Fee:$400
Hourly Rate:$125 - $600/hr

The annual fee for direct asset management typically ranges from 0.5% to 3% of the managed assets' value, billed quarterly. Fees are negotiable based on factors like asset size and portfolio complexity. Clients also pay a $5.50 administrative service charge per trade (with some exceptions), custodial fees, and internal fees from investments like mutual funds and ETFs. Investment consulting fees range from $125 to $600 per hour, depending on the complexity of the services.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

2422 Hyde Park Road, Suite A, Jefferson City, MO, 65109

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Smith Moore & CO.
June 2022 - Present · 3 yrs 7 mos
Smith, Moore & CO. Broker
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Edward Jones
September 2014 - July 2022 · 7 yrs 10 mos
Edward Jones Broker
June 2014 - July 2022 · 8 yrs 1 mo
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.