Gables Capital Management (GCM) is a registered investment advisor providing portfolio management services. GCM tailors its advice to meet client needs, gathering financial information to determine goals and risk tolerance. GCM primarily uses exchange listed securities, over-the-counter securities, foreign securities, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, mutual funds, exchange traded funds, United States government securities and options in its portfolio management programs. GCM also provides discretionary portfolio management services to specialized trusts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $4.5M | 1.00% |
| $4.5M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Schedule is for Equity and Balanced Accounts. For Fixed Income Accounts: First $1,000,000: 0.65%, Next $1,000,000: 0.50%, Next $3,000,000: 0.35%, Accounts over $5,000,000: 0.20%. Fees may be negotiable.