Gamboa Capital Management (GCMI) offers continuous investment advisory services. This includes developing an asset allocation strategy based on your risk tolerance and financial goals, providing specific investment recommendations, placing trades, and offering ongoing support such as assistance with account establishment and portfolio monitoring. Clients can place restrictions on investments.
Assets Under Management$240K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$240K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. The schedule shown is for equity balanced accounts. Fixed income accounts have lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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