GT Financial Ltd., LLC offers portfolio management, which may include limited financial planning, and general consulting services. At the start of a client relationship, GTF discusses your investment experience and financial circumstances to develop a financial outline and investment plan. GTF manages investment portfolios on a discretionary or non-discretionary basis.
Assets Under Management$50M
Clients24
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of $2,500. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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