Alan Bush

Gulfcrest Capital offers investment management services with fees based on the amount of your portfolio. There are different fee schedules depending on the investment strategy you choose:

Gulfcrest Foundational Strategies:

• First $100,000: 0.75% per year
• Next $100,000-$500,000: 0.60% per year
• Next $500,000-$1,000,000: 0.50% per year
• Over $1,000,000: 0.40% per year

Gulfcrest Signature Strategies:

• First $100,000: 1.50% per year
• Next $100,000-$500,000: 1.20% per year
• Next $500,000-$1,000,000: 1.00% per year
• Over $1,000,000: 0.80% per year

Gulfcrest Non-Discretionary Advisory:

• First $100,000: 0.65% per year
• Next $100,000-$500,000: 0.50% per year
• Next $500,000-$1,000,000: 0.40% per year
• Over $1,000,000: 0.30% per year

These fees are negotiable and can be found in Schedule A of the Investment Management Agreement.