The Getzen Group offers personalized investment advice to individuals, pension plans, trusts, estates, charities, corporations, and other businesses. They create wealth management plans to help clients manage their income, assets, and debts to meet their financial goals. These plans cover investment, retirement, education, taxes, and estate planning. Clients specify their investment preferences in a written policy.
Assets Under Management$55M
Clients125
Advisors1
Avg. per Client$440K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.20% |
Fees are subject to negotiation. Arrangements with existing clients may differ.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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