FreeGulliver is a registered investment advisor offering portfolio management and financial planning services. Investment advice is tailored to clients' needs. Services include discretionary and non-discretionary portfolio management, financial planning, pension consulting, and family office services. FreeGulliver also manages private pooled investment funds.
Assets Under Management$800M
Clients333
Advisors8
Avg. per Client$2.4M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The above represents the Firm's standard blended fee schedule and may be subject to change. Tracked Assets Only fee is 0.10% and is not in addition to AUM fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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