John Alexander Geresi

Rhame & Gorrell Wealth Management

6 Years of Experience

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Firm Information

Rhame & Gorrell Wealth Management

Compensation

Fee-Only (AUM)

Number of Advisors

13 advisors

Number of Clients

623 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$863.3M

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1000K	1.30%
$1.0M - $1.5M	1.05%
$1.5M - $2.5M	0.95%
$2.5M - $3.5M	0.85%
$3.5M - $5.0M	0.80%
$5.0M - $7.0M	0.70%
$7.0M - $15.0M	0.65%
$15M+	0.55%

Fees may be negotiable based upon certain criteria.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$4,000

You'll pay an annual fee based on the value of your managed assets, as shown in the rate table. For example, a portfolio of $1 million to $1,499,999 would be charged 1.05%. The annual fee is charged quarterly, in advance. RGWM generally imposes a minimum quarterly fee of $1,000, which may cause clients with smaller portfolios to incur a higher effective fee rate. Fees may be negotiable.

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Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management

Advisor Information

Office location

5847 San Felipe, Suite 1500, Houston, TX, 77057

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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.