Gerstein Fisher | FAQ

Gerstein Fisher | FAQ


What is your minimum account size?
At Gerstein Fisher, we work with investors with a wide range of investable assets—anywhere from $2,000 to upwards of several million dollars. To learn which of our service offerings is right for you, click here.

As a client of Gerstein Fisher, where are my assets held?
Our clients’ assets are held in custody at one or more of four established, qualified custodians, some of which we have worked with since the inception of our firm: Charles Schwab, Pershing/BNY Mellon, SEI and Fidelity.

Why does Gerstein Fisher utilize multiple custodians?
We believe that working with several custodians helps keep their pricing levels competitive for our clients and also diversifies the business risk that might be associated with having all of a client’s assets at a single firm.

Are client assets insured?
All of the custodians with which we work are members of the Securities Investor Protection Corporation (SIPC®); as such, securities in our clients’ accounts are protected up to $500,000. (Note: SIPC does not protect against loss due to market fluctuation.) Our custodians also have private insurance of varying amounts in excess of what SIPC provides. Details of this coverage can be found on the custodians’ websites.

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