GKV Capital Management provides investment supervisory services, making investment decisions for clients based on their individual goals. They manage separate accounts, tailoring portfolios to each client's needs and restrictions. Investment portfolios include common stocks, bonds, trust deed loans, real estate and options. GKV also facilitates estate planning document preparation through a third-party partnership.
Assets Under Management$360M
Clients175
Advisors3
Avg. per Client$2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...