GVR Investment Management provides ongoing monitoring of client securities accounts. GVR meets with clients to review their assets, investments, cash flow, retirement funding, and estate plans. GVR discusses clients' financial goals and any investment restrictions. GVR provides quarterly reports and has the authority to make trades without asking clients first. Clients should inform GVR of any changes to their financial situation.
Assets Under Management$36M
Clients41
Advisors1
Avg. per Client$870K
Avg. per Advisor$36M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Minimum annual fee of $1,800. All asset-based fees are negotiable and vary from client to client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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