Gunn & Company Asset Management Inc. manages investment accounts for clients, providing ongoing supervision. They invest in stocks, bonds, mutual funds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), and options. Investment advice is tailored to each client's financial situation and risk tolerance. Clients can request restrictions on certain investments, but Gunn & Company may end the relationship if the restrictions are too limiting.
Assets Under Management$38M
Clients8
Advisors1
Avg. per Client$4.7M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These rates apply to Equity and Balance Accounts. Fixed Income Accounts have lower rates: 0.50% on the first $1 million, 0.375% on the next $4 million, and 0.25% on amounts over $5 million. Minimum annual fee of $2,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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