Gutt Financial Management provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education and retirement, and plan their estate. Gutt Financial Management is a fee-only firm.
Assets Under Management$160M
Clients49
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.25% |
| $2.0M - $4.0M | 0.23% |
| $4.0M - $5.0M | 0.19% |
| $5M+ | 0.15% |
Fees are negotiable. The minimum account size is $1,000,000, which equates to a minimum annual fee of $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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