Gardiner Investment Group offers investment advisory services to individuals, high-net-worth individuals, trusts, and estates. GIG creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and exchange-traded funds (ETFs). GIG may also use individual stocks, bonds, options contracts, or inverse ETFs. The firm serves as a fiduciary, acting in the client's best interest.
Assets Under Management$49M
Clients16
Advisors1
Avg. per Client$3M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.65% |
| $5M+ | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. The linear fee calculation applies the same rate to the entire portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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