GS Investments is an independent investment advisor that manages investment portfolios and offers financial planning services. GS Investments works with clients to develop an investment strategy based on their goals, risk tolerance, and time horizon. The firm primarily invests in individual securities, complemented by fixed income, exchange-traded funds (ETFs), and mutual funds. GS Investments manages accounts on a discretionary basis for individuals, businesses, trusts, and retirement plans.
Assets Under Management$270M
Clients89
Advisors2
Avg. per Client$3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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