Scott Nasca

GCM charges a percentage of your portfolio's value each year for investment management. The fee varies depending on whether your portfolio is primarily in fixed income or equity/balanced investments, and the rate decreases as the value of your portfolio increases.

• Equity and Balanced Portfolios:

  • 1.00% on the first $2,000,000
  • 0.85% on the next $3,000,000
  • 0.65% on the next $5,000,000
  • 0.55% on amounts over $10,000,000

• Fixed Income Portfolios:

  • 0.80% on the first $2,000,000
  • 0.70% on the next $3,000,000
  • 0.50% on the next $5,000,000
  • 0.40% on amounts over $10,000,000

• Cash Management Portfolios:

  • 0.70% on the first $2,000,000
  • 0.60% on the next $3,000,000
  • 0.40% on the next $5,000,000
  • 0.30% on amounts over $10,000,000

There is no minimum fee for portfolio management services. Fees are typically charged quarterly in advance, but may be charged monthly or in arrears in some circumstances.